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 | $782,227 | $138,065+466.6% | $123,544+533.2% | $135,375+477.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -20.74% | 153.68%-174.4pp | 119.20%-139.9pp | 519.73%-540.5pp |
| Employer contribution / active EE | $7,000 | $5,151+35.9% | $4,628+51.3% | $4,779+46.5% |
| Participant deferral / active EE | $24,500 | $6,799+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $79 | $10,916-99.3% | $9,284-99.1% | $10,827-99.3% |