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 5-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 | $1,828,376 | $167,307+992.8% | $143,757+1171.8% | $134,475+1259.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -37.43% | 0.46%-37.9pp | -0.04%-37.4pp | 417.96%-455.4pp |
| Employer contribution / active EE | $3,250 | $5,619-42.2% | $4,951-34.4% | $4,740-31.4% |
| Participant deferral / active EE | $23,250 | $6,446+260.7% | $5,637+312.5% | $6,400+263.3% |
| Admin fee / account holder | -$462 | $18,088-102.6% | $14,673-103.1% | $11,426-104.0% |