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 | $353,195 | $532,464-33.7% | $222,231+58.9% | $532,464-33.7% |
| Participation rate | 100.0% | 89.6%+10.4pp | 50.0%+50.0pp | 89.6%+10.4pp |
| Annual return | 0.00% | 10.38%-10.4pp | -61.12%+61.1pp | 10.38%-10.4pp |
| Employer contribution / active EE | $28,000 | $19,351+44.7% | $15,299+83.0% | $19,351+44.7% |
| Participant deferral / active EE | $0 | $11,136-100.0% | - | $11,136-100.0% |
| Admin fee / account holder | $0 | $14,894-100.0% | $0 | $14,894-100.0% |