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 | $291,409 | $167,307+74.2% | $143,757+102.7% | $134,475+116.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.46% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,388 | $5,619-21.9% | $4,951-11.4% | $4,740-7.4% |
| Participant deferral / active EE | $5,498 | $6,446-14.7% | $5,637-2.5% | $6,400-14.1% |
| Admin fee / account holder | $199 | $18,088-98.9% | $14,673-98.6% | $11,426-98.3% |