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 | $647,039 | $167,307+286.7% | $143,757+350.1% | $134,475+381.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -31.12% | 0.46%-31.6pp | -0.04%-31.1pp | 417.96%-449.1pp |
| Employer contribution / active EE | $1,988 | $5,619-64.6% | $4,951-59.8% | $4,740-58.0% |
| Participant deferral / active EE | $10,027 | $6,446+55.6% | $5,637+77.9% | $6,400+56.7% |
| Admin fee / account holder | $44 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |