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 | $441,333 | $135,952+224.6% | $123,892+256.2% | $273,961+61.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.78% | 56.63%-50.9pp | 47.52%-41.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $4,024 | $5,170-22.2% | $4,617-12.9% | $4,869-17.4% |
| Participant deferral / active EE | $10,514 | $6,343+65.8% | $5,984+75.7% | $5,287+98.9% |
| Admin fee / account holder | $161 | $9,817-98.4% | $8,357-98.1% | $10,132-98.4% |