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 | $380,052 | $197,591+92.3% | $177,821+113.7% | $158,922+139.1% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.7%+1.8pp | 82.0%+7.5pp |
| Annual return | 41.61% | 58.76%-17.1pp | 48.32%-6.7pp | 302.83%-261.2pp |
| Employer contribution / active EE | $7,347 | $6,697+9.7% | $5,918+24.1% | $4,761+54.3% |
| Participant deferral / active EE | $9,024 | $8,405+7.4% | $7,714+17.0% | $5,982+50.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |