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.
Participant 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 | $590,261 | $177,572+232.4% | $154,803+281.3% | $142,382+314.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 23.87% | 65.07%-41.2pp | 58.88%-35.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $11,870 | $4,810+146.8% | $4,305+175.7% | $4,299+176.1% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $251 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |