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 | $272,913 | $103,376+164.0% | $87,100+213.3% | $152,861+78.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 10.73% | 28.10%-17.4pp | 28.19%-17.5pp | 345.32%-334.6pp |
| Employer contribution / active EE | $5,310 | $3,220+64.9% | $2,521+110.6% | $4,762+11.5% |
| Participant deferral / active EE | $7,341 | $4,778+53.7% | $4,049+81.3% | $5,850+25.5% |
| Admin fee / account holder | $211 | $12,205-98.3% | $7,497-97.2% | $11,596-98.2% |