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 | $358,107 | $167,484+113.8% | $151,611+136.2% | $134,475+166.3% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | 37.01% | 7.80%+29.2pp | 3.33%+33.7pp | 417.96%-381.0pp |
| Employer contribution / active EE | $1,673 | $6,829-75.5% | $6,166-72.9% | $4,740-64.7% |
| Participant deferral / active EE | $2,657 | $8,986-70.4% | $8,363-68.2% | $6,400-58.5% |
| Admin fee / account holder | $156 | $13,783-98.9% | $11,616-98.7% | $11,426-98.6% |