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 | $266,067 | $209,411+27.1% | $178,490+49.1% | $158,922+67.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.21% | 188.75%-180.5pp | 151.07%-142.9pp | 302.83%-294.6pp |
| Employer contribution / active EE | $4,365 | $5,706-23.5% | $5,011-12.9% | $4,761-8.3% |
| Participant deferral / active EE | $12,876 | $5,954+116.2% | $5,202+147.5% | $5,982+115.2% |
| Admin fee / account holder | $79 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |