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 | $327,459 | $168,632+94.2% | $147,614+121.8% | $125,391+161.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -9.84% | 77.65%-87.5pp | 61.98%-71.8pp | 282.22%-292.1pp |
| Employer contribution / active EE | $2,613 | $6,252-58.2% | $5,564-53.0% | $4,866-46.3% |
| Participant deferral / active EE | $16,000 | $5,507+190.5% | $4,895+226.8% | $5,352+199.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |