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 | $483,645 | $92,703+421.7% | $82,719+484.7% | $134,475+259.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -33.29% | 944.92%-978.2pp | 701.18%-734.5pp | 417.96%-451.3pp |
| Employer contribution / active EE | $20,197 | $3,274+516.9% | $3,009+571.2% | $4,740+326.1% |
| Participant deferral / active EE | $13,364 | $4,802+178.3% | $4,395+204.1% | $6,400+108.8% |
| Admin fee / account holder | $25 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |