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 | $288,013 | $67,331+327.8% | $60,874+373.1% | $134,475+114.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.05% | 49.93%-71.0pp | 16.90%-37.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $25,375 | $3,096+719.5% | $2,701+839.3% | $4,740+435.4% |
| Participant deferral / active EE | $26,000 | $4,538+472.9% | $3,817+581.2% | $6,400+306.3% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |