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 | $283,177 | $74,888+278.1% | $71,209+297.7% | $142,382+98.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -33.53% | 345.14%-378.7pp | 282.51%-316.0pp | 217.08%-250.6pp |
| Employer contribution / active EE | $2,633 | $2,854-7.8% | $2,721-3.2% | $4,299-38.8% |
| Participant deferral / active EE | $3,511 | $4,454-21.2% | $4,175-15.9% | $6,507-46.0% |
| Admin fee / account holder | $159 | $5,568-97.1% | $5,349-97.0% | $12,624-98.7% |