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 | $250,896 | $96,305+160.5% | $80,569+211.4% | $139,434+79.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.71% | 1350.08%-1341.4pp | 935.43%-926.7pp | 372.94%-364.2pp |
| Employer contribution / active EE | $859 | $3,262-73.7% | $2,723-68.5% | $4,751-81.9% |
| Participant deferral / active EE | $17,433 | $5,232+233.2% | $4,447+292.0% | $6,710+159.8% |
| Admin fee / account holder | $40 | $6,599-99.4% | $5,377-99.3% | $11,403-99.6% |