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 | $264,404 | $115,882+128.2% | $100,516+163.0% | $158,922+66.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -0.80% | 34.79%-35.6pp | 30.89%-31.7pp | 302.83%-303.6pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $25,000 | $6,674+274.6% | $6,270+298.7% | $5,982+317.9% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |