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 | $446,463 | $167,307+166.9% | $143,757+210.6% | $134,475+232.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.02% | 0.46%-25.5pp | -0.04%-25.0pp | 417.96%-443.0pp |
| Employer contribution / active EE | $16,293 | $5,619+190.0% | $4,951+229.1% | $4,740+243.8% |
| Participant deferral / active EE | $10,186 | $6,446+58.0% | $5,637+80.7% | $6,400+59.2% |
| Admin fee / account holder | $132 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |