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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $541,935 | $214,378+152.8% | $200,582+170.2% | $142,382+280.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.07% | 46.41%-29.3pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,928 | $6,841-71.8% | $6,419-70.0% | $4,299-55.2% |
| Participant deferral / active EE | $10,967 | $9,865+11.2% | $9,331+17.5% | $6,507+68.5% |
| Admin fee / account holder | $189 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |