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 8-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 | $338,611 | $127,065+166.5% | $113,168+199.2% | $142,382+137.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | -35.98% | 24.03%-60.0pp | 24.27%-60.2pp | 217.08%-253.1pp |
| Employer contribution / active EE | $2,615 | $3,442-24.0% | $2,975-12.1% | $4,299-39.2% |
| Participant deferral / active EE | $21,450 | $5,716+275.2% | $5,107+320.0% | $6,507+229.6% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |