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 | $711,722 | $133,922+431.4% | $116,228+512.4% | $142,382+399.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.71% | 147.76%-137.0pp | 90.06%-79.3pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,424 | $3,446-29.7% | $2,994-19.1% | $4,299-43.6% |
| Participant deferral / active EE | $13,499 | $5,672+138.0% | $4,953+172.5% | $6,507+107.4% |
| Admin fee / account holder | $173 | $14,945-98.8% | $11,989-98.6% | $12,624-98.6% |