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 | $292,365 | $214,378+36.4% | $200,582+45.8% | $142,382+105.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 15.86% | 46.41%-30.5pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $10,752 | $6,841+57.2% | $6,419+67.5% | $4,299+150.1% |
| Participant deferral / active EE | $18,254 | $9,865+85.0% | $9,331+95.6% | $6,507+180.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |