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 6-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 | $421,732 | $154,365+173.2% | $130,231+223.8% | $139,434+202.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | -10.54% | 30.34%-40.9pp | 38.77%-49.3pp | 372.94%-383.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |