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 | $676,151 | $209,411+222.9% | $178,490+278.8% | $158,922+325.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.21% | 188.75%-183.5pp | 151.07%-145.9pp | 302.83%-297.6pp |
| Employer contribution / active EE | $15,580 | $5,706+173.0% | $5,011+210.9% | $4,761+227.2% |
| Participant deferral / active EE | $10,400 | $5,954+74.7% | $5,202+99.9% | $5,982+73.9% |
| Admin fee / account holder | $220 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |