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 4-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 | $401,773 | $167,307+140.1% | $143,757+179.5% | $134,475+198.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.64% | 0.46%-21.1pp | -0.04%-20.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,087 | $5,619-27.3% | $4,951-17.5% | $4,740-13.8% |
| Participant deferral / active EE | $13,397 | $6,446+107.8% | $5,637+137.7% | $6,400+109.3% |
| Admin fee / account holder | $263 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |