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 | $340,863 | $95,193+258.1% | $76,523+345.4% | $135,375+151.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -17.58% | 4.85%-22.4pp | -0.27%-17.3pp | 519.73%-537.3pp |
| Employer contribution / active EE | $18,076 | $3,302+447.3% | $2,647+582.8% | $4,779+278.3% |
| Participant deferral / active EE | $10,865 | $4,639+134.2% | $3,835+183.3% | $5,609+93.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |