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 | $276,305 | $129,942+112.6% | $104,294+164.9% | $134,475+105.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -23.74% | 42.03%-65.8pp | 24.61%-48.3pp | 417.96%-441.7pp |
| Employer contribution / active EE | $7,562 | $4,184+80.7% | $3,372+124.3% | $4,740+59.5% |
| Participant deferral / active EE | $17,751 | $5,588+217.7% | $4,625+283.8% | $6,400+177.4% |
| Admin fee / account holder | -$757 | $9,323-108.1% | $7,339-110.3% | $11,426-106.6% |