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 | $527,363 | $138,044+282.0% | $125,339+320.8% | $134,475+292.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -26.90% | 750.33%-777.2pp | 572.05%-599.0pp | 417.96%-444.9pp |
| Employer contribution / active EE | $4,250 | $5,243-18.9% | $4,814-11.7% | $4,740-10.3% |
| Participant deferral / active EE | $13,519 | $7,799+73.3% | $7,446+81.5% | $6,400+111.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |