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 | $285,870 | $142,405+100.7% | $115,157+148.2% | $152,861+87.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 16.27% | 41.48%-25.2pp | 35.60%-19.3pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,125 | $4,010-71.9% | $3,179-64.6% | $4,762-76.4% |
| Participant deferral / active EE | $18,000 | $5,164+248.6% | $4,168+331.8% | $5,850+207.7% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |