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 7-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.
Employer contribution per participant 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 | $297,382 | $167,484+77.6% | $151,611+96.1% | $134,475+121.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.65% | 7.80%-25.4pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,260 | $6,829-81.5% | $6,166-79.6% | $4,740-73.4% |
| Participant deferral / active EE | $16,200 | $8,986+80.3% | $8,363+93.7% | $6,400+153.1% |
| Admin fee / account holder | $120 | $13,783-99.1% | $11,616-99.0% | $11,426-98.9% |