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 5-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 | $283,105 | $117,983+140.0% | $101,794+178.1% | $142,382+98.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | -18.23% | 36.92%-55.1pp | 30.53%-48.8pp | 217.08%-235.3pp |
| Employer contribution / active EE | $1,000 | $2,773-63.9% | $2,289-56.3% | $4,299-76.7% |
| Participant deferral / active EE | $1,250 | $4,714-73.5% | $4,084-69.4% | $6,507-80.8% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |