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 | $264,242 | $114,381+131.0% | $107,525+145.7% | $142,382+85.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.26% | 242.71%-235.5pp | 181.32%-174.1pp | 217.08%-209.8pp |
| Employer contribution / active EE | $19,849 | $4,015+394.4% | $3,754+428.8% | $4,299+361.7% |
| Participant deferral / active EE | $4,931 | $5,564-11.4% | $5,116-3.6% | $6,507-24.2% |
| Admin fee / account holder | $28 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |