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 | $816,487 | $179,726+354.3% | $156,263+422.5% | $142,382+473.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.29% | 77.86%-66.6pp | 59.47%-48.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,345 | $5,069-73.5% | $4,333-69.0% | $4,299-68.7% |
| Participant deferral / active EE | $6,889 | $6,956-1.0% | $6,158+11.9% | $6,507+5.9% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |