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 | $257,942 | $180,449+42.9% | $154,107+67.4% | $135,375+90.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.07% | 888.09%-900.2pp | 735.12%-747.2pp | 519.73%-531.8pp |
| Employer contribution / active EE | $10,497 | $6,035+73.9% | $5,298+98.1% | $4,779+119.7% |
| Participant deferral / active EE | $13,440 | $5,806+131.5% | $5,081+164.5% | $5,609+139.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |