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 | $324,467 | $69,518+366.7% | $59,878+441.9% | $135,375+139.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.90% | 7.94%-17.8pp | 3.46%-13.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $8,996 | $3,235+178.1% | $2,722+230.5% | $4,779+88.2% |
| Participant deferral / active EE | $10,118 | $4,206+140.6% | $3,402+197.4% | $5,609+80.4% |
| Admin fee / account holder | $31 | $5,734-99.5% | $3,590-99.1% | $10,827-99.7% |