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 | $258,912 | $127,065+103.8% | $113,168+128.8% | $142,382+81.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.23% | 24.03%-4.8pp | 24.27%-5.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,199 | $3,442-7.1% | $2,975+7.5% | $4,299-25.6% |
| Participant deferral / active EE | $11,423 | $5,716+99.8% | $5,107+123.7% | $6,507+75.5% |
| Admin fee / account holder | $188 | $15,736-98.8% | $12,068-98.4% | $12,624-98.5% |