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 | $296,975 | $103,376+187.3% | $87,100+241.0% | $152,861+94.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 24.57% | 28.10%-3.5pp | 28.19%-3.6pp | 345.32%-320.7pp |
| Employer contribution / active EE | $750 | $3,220-76.7% | $2,521-70.3% | $4,762-84.3% |
| Participant deferral / active EE | $4,763 | $4,778-0.3% | $4,049+17.6% | $5,850-18.6% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |