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 | $340,504 | $162,781+109.2% | $133,956+154.2% | $158,922+114.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 18.04% | 41.94%-23.9pp | 45.09%-27.1pp | 302.83%-284.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,198 | $5,911-62.8% | $5,048-56.5% | $5,982-63.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |