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 | $366,294 | $157,256+132.9% | $141,162+159.5% | $152,861+139.6% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 19.37% | 64.32%-45.0pp | 71.39%-52.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $10,426 | $5,261+98.2% | $4,735+120.2% | $4,762+118.9% |
| Participant deferral / active EE | $8,751 | $7,109+23.1% | $6,709+30.4% | $5,850+49.6% |
| Admin fee / account holder | $240 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |