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 | $277,710 | $167,484+65.8% | $151,611+83.2% | $134,475+106.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.97% | 7.80%-25.8pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $20,612 | $6,829+201.8% | $6,166+234.3% | $4,740+334.9% |
| Participant deferral / active EE | $16,108 | $8,986+79.3% | $8,363+92.6% | $6,400+151.7% |
| Admin fee / account holder | $28 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |