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 7-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 | $256,342 | $176,812+45.0% | $146,665+74.8% | $167,490+53.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.11% | 24.03%-18.9pp | 22.74%-17.6pp | 478.56%-473.4pp |
| Employer contribution / active EE | $1,748 | $5,160-66.1% | $4,136-57.7% | $4,837-63.9% |
| Participant deferral / active EE | $5,149 | $6,440-20.0% | $5,506-6.5% | $6,341-18.8% |
| Admin fee / account holder | $70 | $13,259-99.5% | $10,280-99.3% | $12,309-99.4% |