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 | $410,118 | $106,515+285.0% | $96,683+324.2% | $139,434+194.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -1.50% | 38.43%-39.9pp | 35.69%-37.2pp | 372.94%-374.4pp |
| Employer contribution / active EE | $24,072 | $4,103+486.7% | $3,737+544.2% | $4,751+406.7% |
| Participant deferral / active EE | $2,661 | $5,454-51.2% | $4,878-45.5% | $6,710-60.3% |
| Admin fee / account holder | $61 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |