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 | $325,336 | $90,600+259.1% | $79,464+309.4% | $135,375+140.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.81% | 977.43%-987.2pp | 718.14%-728.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $21,250 | $3,068+592.6% | $2,800+658.8% | $4,779+344.7% |
| Participant deferral / active EE | $12,750 | $4,050+214.8% | $3,704+244.2% | $5,609+127.3% |
| Admin fee / account holder | $15 | $5,907-99.7% | $5,113-99.7% | $10,827-99.9% |