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 | $261,568 | $48,265+441.9% | $68,791+280.2% | $68,494+281.9% |
| Participation rate | 72.4% | 60.7%+11.7pp | 69.0%+3.4pp | 67.9%+4.5pp |
| Annual return | -22.28% | -12.71%-9.6pp | -6.38%-15.9pp | -7.84%-14.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,715 | $2,867+238.9% | $3,941+146.5% | $4,027+141.2% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |