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 | $467,624 | $109,327+327.7% | $89,391+423.1% | $158,922+194.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -3.12% | 345.68%-348.8pp | 245.62%-248.7pp | 302.83%-305.9pp |
| Employer contribution / active EE | $17,642 | $3,170+456.6% | $2,586+582.3% | $4,761+270.5% |
| Participant deferral / active EE | $14,003 | $4,598+204.5% | $3,890+260.0% | $5,982+134.1% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |