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 | $287,291 | $149,679+91.9% | $117,039+145.5% | $147,584+94.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.19% | 19.31%-3.1pp | 18.95%-2.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $11,371 | $4,937+130.3% | $3,785+200.5% | $4,876+133.2% |
| Participant deferral / active EE | $7,399 | $4,912+50.6% | $3,929+88.3% | $5,439+36.1% |
| Admin fee / account holder | $15 | $7,856-99.8% | $5,974-99.7% | $10,885-99.9% |