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 | $323,578 | $111,754+189.5% | $103,333+213.1% | $145,922+121.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.14% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,245 | $4,212-23.0% | $3,868-16.1% | $4,660-30.4% |
| Participant deferral / active EE | $12,580 | $5,619+123.9% | $5,057+148.7% | $6,688+88.1% |
| Admin fee / account holder | $17 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |