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 | $287,814 | $142,344+102.2% | $119,609+140.6% | $134,475+114.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.50% | -12.44%-8.1pp | -14.97%-5.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $8,722 | $5,222+67.0% | $4,232+106.1% | $4,740+84.0% |
| Participant deferral / active EE | $14,717 | $6,469+127.5% | $5,602+162.7% | $6,400+130.0% |
| Admin fee / account holder | $61 | $13,584-99.6% | $10,323-99.4% | $11,426-99.5% |