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 | $368,763 | $177,572+107.7% | $154,803+138.2% | $142,382+159.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | -0.50% | 65.07%-65.6pp | 58.88%-59.4pp | 217.08%-217.6pp |
| Employer contribution / active EE | $2,652 | $4,810-44.9% | $4,305-38.4% | $4,299-38.3% |
| Participant deferral / active EE | $8,389 | $6,272+33.8% | $5,540+51.4% | $6,507+28.9% |
| Admin fee / account holder | $273 | $16,786-98.4% | $14,329-98.1% | $12,624-97.8% |