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 | $866,715 | $133,958+547.0% | $112,228+672.3% | $134,475+544.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.67% | 47.11%-69.8pp | 27.45%-50.1pp | 417.96%-440.6pp |
| Employer contribution / active EE | $15,850 | $4,038+292.5% | $3,635+336.1% | $4,740+234.4% |
| Participant deferral / active EE | $27,000 | $5,291+410.3% | $4,728+471.1% | $6,400+321.9% |
| Admin fee / account holder | $57 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |