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 | $483,882 | $138,044+250.5% | $125,339+286.1% | $134,475+259.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.23% | 750.33%-780.6pp | 572.05%-602.3pp | 417.96%-448.2pp |
| Employer contribution / active EE | $5,988 | $5,243+14.2% | $4,814+24.4% | $4,740+26.3% |
| Participant deferral / active EE | $19,519 | $7,799+150.3% | $7,446+162.1% | $6,400+205.0% |
| Admin fee / account holder | $50 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |