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 | $502,349 | $138,044+263.9% | $125,339+300.8% | $134,475+273.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.40% | 750.33%-777.7pp | 572.05%-599.5pp | 417.96%-445.4pp |
| Employer contribution / active EE | $17,656 | $5,243+236.7% | $4,814+266.8% | $4,740+272.5% |
| Participant deferral / active EE | $11,250 | $7,799+44.3% | $7,446+51.1% | $6,400+75.8% |
| Admin fee / account holder | $100 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |