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 | $274,411 | $136,307+101.3% | $106,619+157.4% | $273,961+0.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -10.03% | 11.05%-21.1pp | 9.42%-19.5pp | 41.45%-51.5pp |
| Employer contribution / active EE | $33,875 | $5,190+552.7% | $3,947+758.3% | $4,869+595.8% |
| Participant deferral / active EE | $24,000 | $4,969+383.0% | $3,930+510.7% | $5,287+353.9% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |