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 | $377,981 | $160,055+136.2% | $140,016+170.0% | $135,375+179.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.72% | 911.38%-924.1pp | 651.12%-663.8pp | 519.73%-532.5pp |
| Employer contribution / active EE | $13,300 | $6,420+107.2% | $5,606+137.3% | $4,779+178.3% |
| Participant deferral / active EE | $9,279 | $7,642+21.4% | $6,927+34.0% | $5,609+65.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |