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 | $356,286 | $167,484+112.7% | $151,611+135.0% | $134,475+164.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -35.06% | 7.80%-42.9pp | 3.33%-38.4pp | 417.96%-453.0pp |
| Employer contribution / active EE | $13,253 | $6,829+94.1% | $6,166+114.9% | $4,740+179.6% |
| Participant deferral / active EE | $19,751 | $8,986+119.8% | $8,363+136.2% | $6,400+208.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |