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 8-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 | $274,638 | $214,378+28.1% | $200,582+36.9% | $142,382+92.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.85% | 46.41%-42.6pp | 42.33%-38.5pp | 217.08%-213.2pp |
| Employer contribution / active EE | $10,299 | $6,841+50.5% | $6,419+60.5% | $4,299+139.6% |
| Participant deferral / active EE | $21,840 | $9,865+121.4% | $9,331+134.1% | $6,507+235.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |