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 | $260,976 | $100,754+159.0% | $86,677+201.1% | $134,475+94.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -24.51% | 29.04%-53.5pp | 35.91%-60.4pp | 417.96%-442.5pp |
| Employer contribution / active EE | $12,241 | $3,489+250.8% | $2,836+331.5% | $4,740+158.3% |
| Participant deferral / active EE | $8,677 | $5,338+62.6% | $4,656+86.4% | $6,400+35.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |