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 | $312,837 | $82,664+278.4% | $125,339+149.6% | $68,494+356.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.75% | -5.97%-15.8pp | 572.05%-593.8pp | -7.84%-13.9pp |
| Employer contribution / active EE | $7,886 | $3,381+133.2% | $4,814+63.8% | $2,596+203.7% |
| Participant deferral / active EE | $17,735 | $6,110+190.2% | $7,446+138.2% | $4,027+340.4% |
| Admin fee / account holder | $293 | $6,275-95.3% | $10,010-97.1% | $5,403-94.6% |