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.
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 | $499,436 | $177,572+181.3% | $154,803+222.6% | $142,382+250.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.72% | 65.07%-54.3pp | 58.88%-48.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $22,500 | $4,810+367.7% | $4,305+422.6% | $4,299+423.4% |
| Participant deferral / active EE | $22,500 | $6,272+258.8% | $5,540+306.1% | $6,507+245.8% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |