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 9-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 | $260,000 | $138,044+88.3% | $125,339+107.4% | $134,475+93.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 3.09% | 750.33%-747.2pp | 572.05%-569.0pp | 417.96%-414.9pp |
| Employer contribution / active EE | $5,488 | $5,243+4.7% | $4,814+14.0% | $4,740+15.8% |
| Participant deferral / active EE | $18,625 | $7,799+138.8% | $7,446+150.1% | $6,400+191.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |