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 | $1,063,430 | $124,281+755.7% | $109,143+874.3% | $167,490+534.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 28.61% | 26.04%+2.6pp | 25.75%+2.9pp | 478.56%-449.9pp |
| Employer contribution / active EE | $3,820 | $4,207-9.2% | $3,722+2.6% | $4,837-21.0% |
| Participant deferral / active EE | $5,436 | $5,255+3.4% | $4,653+16.8% | $6,341-14.3% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |