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 | $610,701 | $197,591+209.1% | $177,821+243.4% | $158,922+284.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.85% | 58.76%-47.9pp | 48.32%-37.5pp | 302.83%-292.0pp |
| Employer contribution / active EE | $14,569 | $6,697+117.5% | $5,918+146.2% | $4,761+206.0% |
| Participant deferral / active EE | $12,925 | $8,405+53.8% | $7,714+67.6% | $5,982+116.1% |
| Admin fee / account holder | $13 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |