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 | $415,412 | $197,591+110.2% | $177,821+133.6% | $158,922+161.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.13% | 58.76%-49.6pp | 48.32%-39.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $5,000 | $6,697-25.3% | $5,918-15.5% | $4,761+5.0% |
| Participant deferral / active EE | $17,767 | $8,405+111.4% | $7,714+130.3% | $5,982+197.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |