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 | $258,186 | $177,572+45.4% | $154,803+66.8% | $142,382+81.3% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 17.52% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,927 | $4,810-59.9% | $4,305-55.2% | $4,299-55.2% |
| Participant deferral / active EE | $8,526 | $6,272+35.9% | $5,540+53.9% | $6,507+31.0% |
| Admin fee / account holder | $254 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |