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 | $537,817 | $110,257+387.8% | $96,544+457.1% | $139,434+285.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 2.06% | 26.32%-24.3pp | 25.84%-23.8pp | 372.94%-370.9pp |
| Employer contribution / active EE | $2,266 | $3,620-37.4% | $2,965-23.6% | $4,751-52.3% |
| Participant deferral / active EE | $14,057 | $5,548+153.4% | $4,851+189.8% | $6,710+109.5% |
| Admin fee / account holder | $119 | $11,591-99.0% | $8,252-98.6% | $11,403-99.0% |