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 | $313,787 | $176,812+77.5% | $146,665+113.9% | $167,490+87.3% |
| Participation rate | 76.9% | 83.6%-6.7pp | 80.1%-3.1pp | 82.1%-5.2pp |
| Annual return | 20.70% | 24.03%-3.3pp | 22.74%-2.0pp | 478.56%-457.9pp |
| Employer contribution / active EE | $7,298 | $5,160+41.4% | $4,136+76.4% | $4,837+50.9% |
| Participant deferral / active EE | $9,107 | $6,440+41.4% | $5,506+65.4% | $6,341+43.6% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |