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 | $280,328 | $167,307+67.6% | $143,757+95.0% | $134,475+108.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.89% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.9pp |
| Employer contribution / active EE | $4,351 | $5,619-22.6% | $4,951-12.1% | $4,740-8.2% |
| Participant deferral / active EE | $4,300 | $6,446-33.3% | $5,637-23.7% | $6,400-32.8% |
| Admin fee / account holder | $52 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |