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 | $534,548 | $104,974+409.2% | $95,585+459.2% | $142,382+275.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.78% | 210.33%-191.6pp | 38.56%-19.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,127 | $2,779+12.6% | $2,527+23.8% | $4,299-27.3% |
| Participant deferral / active EE | $8,139 | $4,352+87.0% | $4,023+102.3% | $6,507+25.1% |
| Admin fee / account holder | $259 | $6,386-95.9% | $6,127-95.8% | $12,624-97.9% |