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 | $292,781 | $111,754+162.0% | $103,333+183.3% | $145,922+100.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.48% | 24.77%-16.3pp | 24.88%-16.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $17,273 | $4,212+310.0% | $3,868+346.6% | $4,660+270.7% |
| Participant deferral / active EE | $12,319 | $5,619+119.2% | $5,057+143.6% | $6,688+84.2% |
| Admin fee / account holder | $5 | $9,750-100.0% | $8,355-99.9% | $13,397-100.0% |