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 | $296,838 | $114,381+159.5% | $107,525+176.1% | $142,382+108.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 1.33% | 242.71%-241.4pp | 181.32%-180.0pp | 217.08%-215.7pp |
| Employer contribution / active EE | $3,096 | $4,015-22.9% | $3,754-17.5% | $4,299-28.0% |
| Participant deferral / active EE | $9,733 | $5,564+74.9% | $5,116+90.3% | $6,507+49.6% |
| Admin fee / account holder | $13 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |