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 | $343,672 | $228,332+50.5% | $185,823+84.9% | $158,922+116.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -11.21% | 40.80%-52.0pp | 35.95%-47.2pp | 302.83%-314.0pp |
| Employer contribution / active EE | $5,867 | $4,967+18.1% | $4,087+43.5% | $4,761+23.2% |
| Participant deferral / active EE | $10,929 | $6,415+70.4% | $5,632+94.1% | $5,982+82.7% |
| Admin fee / account holder | $4 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |