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 3-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 | $479,206 | $159,602+200.2% | $150,045+219.4% | $142,382+236.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -15.75% | 70.24%-86.0pp | 62.55%-78.3pp | 217.08%-232.8pp |
| Employer contribution / active EE | $4,084 | $4,961-17.7% | $4,693-13.0% | $4,299-5.0% |
| Participant deferral / active EE | $12,856 | $8,310+54.7% | $7,997+60.8% | $6,507+97.6% |
| Admin fee / account holder | $30 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |