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 9-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 | $262,779 | $57,165+359.7% | - | $125,391+109.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | - | 83.2%+16.8pp |
| Annual return | -5.13% | 36.23%-41.4pp | - | 282.22%-287.4pp |
| Employer contribution / active EE | $12,500 | $3,571+250.0% | - | $4,866+156.9% |
| Participant deferral / active EE | $0 | $3,322-100.0% | - | $5,352-100.0% |
| Admin fee / account holder | $0 | $2,996-100.0% | - | $9,540-100.0% |