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 6-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 | $734,948 | $90,600+711.2% | $79,464+824.9% | $135,375+442.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.37% | 977.43%-987.8pp | 718.14%-728.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $18,819 | $3,068+513.4% | $2,800+572.0% | $4,779+293.8% |
| Participant deferral / active EE | $9,409 | $4,050+132.3% | $3,704+154.0% | $5,609+67.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |