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 | $389,635 | $121,625+220.4% | $104,607+272.5% | $158,922+145.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.45% | 465.26%-464.8pp | 340.46%-340.0pp | 302.83%-302.4pp |
| Employer contribution / active EE | $22,704 | $3,163+617.8% | $2,681+747.0% | $4,761+376.8% |
| Participant deferral / active EE | $22,704 | $4,177+443.5% | $3,740+507.1% | $5,982+279.5% |
| Admin fee / account holder | $15 | $7,787-99.8% | $6,473-99.8% | $11,246-99.9% |