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 | $399,556 | $167,484+138.6% | $151,611+163.5% | $134,475+197.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.97% | 7.80%-34.8pp | 3.33%-30.3pp | 417.96%-444.9pp |
| Employer contribution / active EE | $10,728 | $6,829+57.1% | $6,166+74.0% | $4,740+126.3% |
| Participant deferral / active EE | $17,148 | $8,986+90.8% | $8,363+105.0% | $6,400+167.9% |
| Admin fee / account holder | $70 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |