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 7-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 | $354,431 | $148,534+138.6% | $135,903+160.8% | $139,434+154.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.30% | 79.19%-56.9pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $4,491 | $5,243-14.3% | $4,856-7.5% | $4,751-5.5% |
| Participant deferral / active EE | $17,994 | $8,100+122.1% | $7,758+131.9% | $6,710+168.2% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |