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 6-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 | $437,743 | $176,056+148.6% | $159,436+174.6% | $167,490+161.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.25% | 331.75%-320.5pp | 263.57%-252.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $8,000 | $5,297+51.0% | $4,829+65.7% | $4,837+65.4% |
| Participant deferral / active EE | $23,833 | $7,750+207.5% | $7,352+224.2% | $6,341+275.8% |
| Admin fee / account holder | $133 | $12,554-98.9% | $10,799-98.8% | $12,309-98.9% |