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 6-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 | $285,666 | $167,484+70.6% | $151,611+88.4% | $134,475+112.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -39.49% | 7.80%-47.3pp | 3.33%-42.8pp | 417.96%-457.5pp |
| Employer contribution / active EE | $28,229 | $6,829+313.4% | $6,166+357.8% | $4,740+495.6% |
| Participant deferral / active EE | $14,867 | $8,986+65.4% | $8,363+77.8% | $6,400+132.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |