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 | $443,584 | $157,256+182.1% | $141,162+214.2% | $152,861+190.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.12% | 64.32%-56.2pp | 71.39%-63.3pp | 345.32%-337.2pp |
| Employer contribution / active EE | $36,500 | $5,261+593.8% | $4,735+670.9% | $4,762+666.4% |
| Participant deferral / active EE | $21,750 | $7,109+205.9% | $6,709+224.2% | $5,850+271.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |