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 | $891,107 | $167,307+432.6% | $143,757+519.9% | $134,475+562.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -38.90% | 0.46%-39.4pp | -0.04%-38.9pp | 417.96%-456.9pp |
| Employer contribution / active EE | $4,829 | $5,619-14.1% | $4,951-2.5% | $4,740+1.9% |
| Participant deferral / active EE | $14,410 | $6,446+123.6% | $5,637+155.6% | $6,400+125.2% |
| Admin fee / account holder | $114 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |