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 | $301,636 | $138,044+118.5% | $125,339+140.7% | $134,475+124.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.36% | 750.33%-775.7pp | 572.05%-597.4pp | 417.96%-443.3pp |
| Employer contribution / active EE | $4,142 | $5,243-21.0% | $4,814-14.0% | $4,740-12.6% |
| Participant deferral / active EE | $14,082 | $7,799+80.6% | $7,446+89.1% | $6,400+120.0% |
| Admin fee / account holder | $105 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |