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 | $265,424 | $165,984+59.9% | $164,813+61.0% | $145,922+81.9% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 10.71% | 100.03%-89.3pp | 69.93%-59.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,106 | $5,273-41.1% | $4,341-28.4% | $4,660-33.3% |
| Participant deferral / active EE | $6,760 | $6,959-2.9% | $6,031+12.1% | $6,688+1.1% |
| Admin fee / account holder | $21 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |