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 | $764,205 | $108,919+601.6% | $100,391+661.2% | $145,922+423.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 5.04% | 57.88%-52.8pp | 49.20%-44.2pp | 561.29%-556.2pp |
| Employer contribution / active EE | $6,667 | $4,419+50.9% | $3,942+69.1% | $4,660+43.1% |
| Participant deferral / active EE | $28,799 | $8,445+241.0% | $8,082+256.3% | $6,688+330.6% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |