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 | $331,098 | $167,484+97.7% | $151,611+118.4% | $134,475+146.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -22.37% | 7.80%-30.2pp | 3.33%-25.7pp | 417.96%-440.3pp |
| Employer contribution / active EE | $10,402 | $6,829+52.3% | $6,166+68.7% | $4,740+119.5% |
| Participant deferral / active EE | $15,313 | $8,986+70.4% | $8,363+83.1% | $6,400+139.3% |
| Admin fee / account holder | $56 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |