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 | $337,848 | $198,466+70.2% | $170,442+98.2% | $147,584+128.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.16% | 257.29%-239.1pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $8,723 | $6,184+41.1% | $5,433+60.6% | $4,876+78.9% |
| Participant deferral / active EE | $9,681 | $5,629+72.0% | $4,939+96.0% | $5,439+78.0% |
| Admin fee / account holder | $149 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |