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 | $323,193 | $165,335+95.5% | $149,696+115.9% | $158,922+103.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.87% | 348.15%-346.3pp | 276.60%-274.7pp | 302.83%-301.0pp |
| Employer contribution / active EE | $8,968 | $5,103+75.7% | $4,644+93.1% | $4,761+88.3% |
| Participant deferral / active EE | $9,145 | $7,181+27.3% | $6,842+33.7% | $5,982+52.9% |
| Admin fee / account holder | $5 | $10,807-100.0% | $9,309-99.9% | $11,246-100.0% |