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 | $429,560 | $167,307+156.7% | $143,757+198.8% | $134,475+219.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -33.60% | 0.46%-34.1pp | -0.04%-33.6pp | 417.96%-451.6pp |
| Employer contribution / active EE | $4,609 | $5,619-18.0% | $4,951-6.9% | $4,740-2.8% |
| Participant deferral / active EE | $10,933 | $6,446+69.6% | $5,637+93.9% | $6,400+70.8% |
| Admin fee / account holder | $187 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |