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 5-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 | $296,781 | $95,862+209.6% | $79,550+273.1% | $134,475+120.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.60% | -2.69%-12.9pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $3,947 | $3,128+26.2% | $2,413+63.6% | $4,740-16.7% |
| Participant deferral / active EE | $13,480 | $4,693+187.2% | $3,985+238.3% | $6,400+110.6% |
| Admin fee / account holder | $199 | $9,126-97.8% | $6,832-97.1% | $11,426-98.3% |