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 | $340,626 | $211,958+60.7% | $169,463+101.0% | $135,375+151.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.38% | 3.26%-13.6pp | 1.83%-12.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $16,307 | $5,120+218.5% | $4,159+292.1% | $4,779+241.2% |
| Participant deferral / active EE | $18,273 | $6,075+200.8% | $5,277+246.3% | $5,609+225.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |