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 | $279,452 | $183,519+52.3% | $155,509+79.7% | $145,922+91.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.79% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,784 | $5,313-10.0% | $4,672+2.4% | $4,660+2.7% |
| Participant deferral / active EE | $16,874 | $6,462+161.1% | $5,626+199.9% | $6,688+152.3% |
| Admin fee / account holder | $238 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |