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 | $342,177 | $159,602+114.4% | $150,045+128.0% | $142,382+140.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 14.78% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $6,777 | $4,961+36.6% | $4,693+44.4% | $4,299+57.6% |
| Participant deferral / active EE | $11,112 | $8,310+33.7% | $7,997+38.9% | $6,507+70.8% |
| Admin fee / account holder | $180 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |