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 7-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 | $586,063 | $451,915+29.7% | $451,915+29.7% | $478,521+22.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 82.6%+17.4pp | 89.3%+10.7pp |
| Annual return | -10.45% | -7.06%-3.4pp | 1.63%-12.1pp | 101.52%-112.0pp |
| Employer contribution / active EE | $15,500 | $41,041-62.2% | $39,402-60.7% | $22,406-30.8% |
| Participant deferral / active EE | $14,333 | $3,798+277.4% | $3,798+277.4% | $7,699+86.2% |
| Admin fee / account holder | $0 | $5,494-100.0% | $5,494-100.0% | $12,578-100.0% |