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 | $257,234 | $159,901+60.9% | $146,958+75.0% | $145,922+76.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -2.52% | 98.13%-100.7pp | 418.34%-420.9pp | 561.29%-563.8pp |
| Employer contribution / active EE | $24,889 | $5,286+370.8% | $4,933+404.6% | $4,660+434.1% |
| Participant deferral / active EE | $17,196 | $8,428+104.0% | $8,070+113.1% | $6,688+157.1% |
| Admin fee / account holder | $175 | $15,044-98.8% | $12,998-98.7% | $13,397-98.7% |