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 5-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 | $399,337 | $106,584+274.7% | $101,326+294.1% | $142,382+180.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.65% | 36.93%-17.3pp | 36.82%-17.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $91 | $3,956-97.7% | $3,665-97.5% | $4,299-97.9% |
| Participant deferral / active EE | $27,250 | $8,297+228.4% | $7,994+240.9% | $6,507+318.8% |
| Admin fee / account holder | $195 | $11,446-98.3% | $11,185-98.3% | $12,624-98.5% |