See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,799 | $133,958+129.0% | $112,228+173.4% | $134,475+128.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.71% | 47.11%-67.8pp | 27.45%-48.2pp | 417.96%-438.7pp |
| Employer contribution / active EE | $2,167 | $4,038-46.3% | $3,635-40.4% | $4,740-54.3% |
| Participant deferral / active EE | $9,586 | $5,291+81.2% | $4,728+102.7% | $6,400+49.8% |
| Admin fee / account holder | $37 | $7,489-99.5% | $6,410-99.4% | $11,426-99.7% |