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 | $294,891 | $85,022+246.8% | $70,515+318.2% | $139,434+111.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.78% | 30.38%-14.6pp | 32.77%-17.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,071 | $3,909-47.0% | $2,973-30.3% | $4,751-56.4% |
| Participant deferral / active EE | $6,843 | $5,890+16.2% | $4,567+49.8% | $6,710+2.0% |
| Admin fee / account holder | $237 | $8,906-97.3% | $6,412-96.3% | $11,403-97.9% |