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 | $261,706 | $180,449+45.0% | $154,107+69.8% | $135,375+93.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.52% | 888.09%-897.6pp | 735.12%-744.6pp | 519.73%-529.3pp |
| Employer contribution / active EE | $19,872 | $6,035+229.3% | $5,298+275.1% | $4,779+315.8% |
| Participant deferral / active EE | $12,530 | $5,806+115.8% | $5,081+146.6% | $5,609+123.4% |
| Admin fee / account holder | $30 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |