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 | $256,274 | $167,484+53.0% | $151,611+69.0% | $134,475+90.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.05% | 7.80%-24.8pp | 3.33%-20.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $7,550 | $6,829+10.6% | $6,166+22.4% | $4,740+59.3% |
| Participant deferral / active EE | $10,420 | $8,986+16.0% | $8,363+24.6% | $6,400+62.8% |
| Admin fee / account holder | $141 | $13,783-99.0% | $11,616-98.8% | $11,426-98.8% |