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 | $426,210 | $183,963+131.7% | $162,163+162.8% | $152,861+178.8% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 25.22% | 150.76%-125.5pp | 115.59%-90.4pp | 345.32%-320.1pp |
| Employer contribution / active EE | $7,000 | $6,371+9.9% | $5,614+24.7% | $4,762+47.0% |
| Participant deferral / active EE | $18,807 | $8,034+134.1% | $7,298+157.7% | $5,850+221.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |