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 | $291,483 | $159,602+82.6% | $150,045+94.3% | $142,382+104.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 13.84% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,171 | $4,961-76.4% | $4,693-75.0% | $4,299-72.8% |
| Participant deferral / active EE | $13,899 | $8,310+67.3% | $7,997+73.8% | $6,507+113.6% |
| Admin fee / account holder | $250 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |