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 | $372,197 | $163,101+128.2% | $136,749+172.2% | $142,382+161.4% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 7.49% | 27.54%-20.1pp | 24.33%-16.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $3,408 | $4,117-17.2% | $3,400+0.3% | $4,299-20.7% |
| Participant deferral / active EE | $5,055 | $5,585-9.5% | $4,692+7.7% | $6,507-22.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |