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 4-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 | $436,026 | $183,519+137.6% | $155,509+180.4% | $145,922+198.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 26.56% | 61.17%-34.6pp | 64.67%-38.1pp | 561.29%-534.7pp |
| Employer contribution / active EE | $10,535 | $5,313+98.3% | $4,672+125.5% | $4,660+126.1% |
| Participant deferral / active EE | $9,200 | $6,462+42.4% | $5,626+63.5% | $6,688+37.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |