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 | $296,649 | $165,335+79.4% | $149,696+98.2% | $158,922+86.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -37.19% | 348.15%-385.3pp | 276.60%-313.8pp | 302.83%-340.0pp |
| Employer contribution / active EE | $16,767 | $5,103+228.6% | $4,644+261.0% | $4,761+252.2% |
| Participant deferral / active EE | $15,417 | $7,181+114.7% | $6,842+125.3% | $5,982+157.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |