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 | $447,147 | $180,028+148.4% | $138,135+223.7% | $158,922+181.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | -1.53% | 21.68%-23.2pp | 20.51%-22.0pp | 302.83%-304.4pp |
| Employer contribution / active EE | $16,963 | $7,470+127.1% | $5,587+203.6% | $4,761+256.3% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |