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 | $329,485 | $140,588+134.4% | $123,104+167.6% | $125,391+162.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.56% | 16.80%-21.4pp | 13.22%-17.8pp | 282.22%-286.8pp |
| Employer contribution / active EE | $13,277 | $6,041+119.8% | $5,151+157.7% | $4,866+172.9% |
| Participant deferral / active EE | $10,500 | $6,980+50.4% | $6,230+68.6% | $5,352+96.2% |
| Admin fee / account holder | -$43 | $11,198-100.4% | $9,015-100.5% | $9,540-100.4% |