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.
Participant contribution per participant 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 | $400,630 | $167,307+139.5% | $143,757+178.7% | $134,475+197.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.26% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $16,903 | $5,619+200.8% | $4,951+241.4% | $4,740+256.6% |
| Participant deferral / active EE | $1,639 | $6,446-74.6% | $5,637-70.9% | $6,400-74.4% |
| Admin fee / account holder | $35 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |