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 | $477,371 | $110,257+333.0% | $96,544+394.5% | $139,434+242.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -23.96% | 26.32%-50.3pp | 25.84%-49.8pp | 372.94%-396.9pp |
| Employer contribution / active EE | $900 | $3,620-75.1% | $2,965-69.6% | $4,751-81.1% |
| Participant deferral / active EE | $20,250 | $5,548+265.0% | $4,851+317.5% | $6,710+201.8% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |