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 | $270,740 | $209,411+29.3% | $178,490+51.7% | $158,922+70.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.93% | 188.75%-187.8pp | 151.07%-150.1pp | 302.83%-301.9pp |
| Employer contribution / active EE | $3,562 | $5,706-37.6% | $5,011-28.9% | $4,761-25.2% |
| Participant deferral / active EE | $8,908 | $5,954+49.6% | $5,202+71.3% | $5,982+48.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |