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 | $256,674 | $107,791+138.1% | $90,645+183.2% | $135,375+89.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -12.13% | -0.90%-11.2pp | 1.88%-14.0pp | 519.73%-531.9pp |
| Employer contribution / active EE | $19,552 | $3,018+547.9% | $2,532+672.3% | $4,779+309.1% |
| Participant deferral / active EE | $13,029 | $3,872+236.5% | $3,425+280.4% | $5,609+132.3% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |