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 | $251,410 | $127,777+96.8% | $106,548+136.0% | $167,490+50.1% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 14.83% | 33.87%-19.0pp | 26.80%-12.0pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,196 | $3,427-6.7% | $2,819+13.4% | $4,837-33.9% |
| Participant deferral / active EE | $11,538 | $5,087+126.8% | $4,398+162.3% | $6,341+81.9% |
| Admin fee / account holder | $20 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |