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 | $332,240 | $127,386+160.8% | $115,037+188.8% | $125,391+165.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.85% | 31.28%-36.1pp | 26.14%-31.0pp | 282.22%-287.1pp |
| Employer contribution / active EE | $13,902 | $5,166+169.1% | $4,608+201.7% | $4,866+185.7% |
| Participant deferral / active EE | $16,000 | $6,423+149.1% | $6,026+165.5% | $5,352+199.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |