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 | $256,589 | $89,355+187.2% | $141,162+81.8% | $72,985+251.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.59% | 111.85%-91.3pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $12,500 | $3,114+301.4% | $4,735+164.0% | $2,440+412.3% |
| Participant deferral / active EE | $8,329 | $5,418+53.7% | $6,709+24.1% | $3,607+130.9% |
| Admin fee / account holder | $167 | $5,958-97.2% | $10,261-98.4% | $5,124-96.7% |