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 | $663,796 | $180,449+267.9% | $154,107+330.7% | $135,375+390.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.76% | 888.09%-897.8pp | 735.12%-744.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $4,760 | $6,035-21.1% | $5,298-10.1% | $4,779-0.4% |
| Participant deferral / active EE | $16,839 | $5,806+190.0% | $5,081+231.4% | $5,609+200.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |