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 | $561,258 | $165,984+238.1% | $164,813+240.5% | $145,922+284.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 14.11% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $8,151 | $5,273+54.6% | $4,341+87.8% | $4,660+74.9% |
| Participant deferral / active EE | $11,583 | $6,959+66.4% | $6,031+92.0% | $6,688+73.2% |
| Admin fee / account holder | $275 | $16,648-98.4% | $12,690-97.8% | $13,397-98.0% |