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 | $269,382 | $127,777+110.8% | $106,548+152.8% | $167,490+60.8% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 16.31% | 33.87%-17.6pp | 26.80%-10.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,245 | $3,427-63.7% | $2,819-55.8% | $4,837-74.3% |
| Participant deferral / active EE | $4,982 | $5,087-2.1% | $4,398+13.3% | $6,341-21.4% |
| Admin fee / account holder | $40 | $11,228-99.6% | $7,407-99.5% | $12,309-99.7% |