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 | $284,208 | $131,829+115.6% | $108,579+161.8% | $273,961+3.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.31% | -91.57%+95.9pp | -51.70%+56.0pp | 41.45%-37.1pp |
| Employer contribution / active EE | $5,943 | $4,912+21.0% | $3,758+58.1% | $4,869+22.1% |
| Participant deferral / active EE | $20,000 | $5,127+290.1% | $4,311+364.0% | $5,287+278.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |