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 8-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 | $1,194,983 | $158,398+654.4% | $126,539+844.4% | $142,382+739.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 2.62% | 593.76%-591.1pp | 425.95%-423.3pp | 217.08%-214.5pp |
| Employer contribution / active EE | $450 | $4,650-90.3% | $3,674-87.8% | $4,299-89.5% |
| Participant deferral / active EE | $15,500 | $4,767+225.2% | $4,083+279.7% | $6,507+138.2% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |