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 | $427,157 | $129,942+228.7% | $104,294+309.6% | $134,475+217.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.32% | 42.03%-64.4pp | 24.61%-46.9pp | 417.96%-440.3pp |
| Employer contribution / active EE | $12,242 | $4,184+192.6% | $3,372+263.1% | $4,740+158.3% |
| Participant deferral / active EE | $13,942 | $5,588+149.5% | $4,625+201.4% | $6,400+117.8% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |