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 | $508,158 | $135,952+273.8% | $123,892+310.2% | $273,961+85.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.05% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $7,199 | $5,170+39.2% | $4,617+55.9% | $4,869+47.9% |
| Participant deferral / active EE | $12,971 | $6,343+104.5% | $5,984+116.7% | $5,287+145.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |