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 7-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 | $353,685 | $96,635+266.0% | $86,612+308.4% | $139,434+153.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -17.35% | 106.41%-123.8pp | 591.07%-608.4pp | 372.94%-390.3pp |
| Employer contribution / active EE | $2,080 | $3,263-36.3% | $3,022-31.2% | $4,751-56.2% |
| Participant deferral / active EE | $3,120 | $4,836-35.5% | $4,438-29.7% | $6,710-53.5% |
| Admin fee / account holder | $59 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |