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 | $257,295 | $179,726+43.2% | $156,263+64.7% | $142,382+80.7% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.9%+9.3pp | 80.1%+8.1pp |
| Annual return | 18.11% | 77.86%-59.7pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $7,719 | $5,069+52.3% | $4,333+78.1% | $4,299+79.5% |
| Participant deferral / active EE | $16,655 | $6,956+139.4% | $6,158+170.5% | $6,507+156.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |