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 | $634,171 | $112,881+461.8% | $90,951+597.3% | $158,922+299.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.39% | 215.79%-204.4pp | 134.60%-123.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,210 | $2,893+11.0% | $2,122+51.3% | $4,761-32.6% |
| Participant deferral / active EE | $16,532 | $4,128+300.5% | $3,373+390.1% | $5,982+176.4% |
| Admin fee / account holder | $63 | $8,041-99.2% | $5,959-98.9% | $11,246-99.4% |