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 | $306,023 | $167,484+82.7% | $151,611+101.8% | $134,475+127.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.81% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,773 | $6,829-30.1% | $6,166-22.6% | $4,740+0.7% |
| Participant deferral / active EE | $13,596 | $8,986+51.3% | $8,363+62.6% | $6,400+112.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |