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 | $291,777 | $117,983+147.3% | $101,794+186.6% | $142,382+104.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.76% | 36.92%-25.2pp | 30.53%-18.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $6,897 | $2,773+148.7% | $2,289+201.3% | $4,299+60.4% |
| Participant deferral / active EE | $12,166 | $4,714+158.1% | $4,084+197.9% | $6,507+87.0% |
| Admin fee / account holder | $13 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |