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 | $264,973 | $67,331+293.5% | $60,874+335.3% | $134,475+97.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -25.31% | 49.93%-75.2pp | 16.90%-42.2pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,964 | $3,096-36.6% | $2,701-27.3% | $4,740-58.6% |
| Participant deferral / active EE | $3,091 | $4,538-31.9% | $3,817-19.0% | $6,400-51.7% |
| Admin fee / account holder | $20 | $4,582-99.6% | $3,224-99.4% | $11,426-99.8% |