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 | $328,450 | $669,896-51.0% | $3,260,465-89.9% | $669,896-51.0% |
| Participation rate | 100.0% | 90.5%+9.5pp | 85.7%+14.3pp | 90.5%+9.5pp |
| Annual return | 46.44% | 11.25%+35.2pp | 32.92%+13.5pp | 11.25%+35.2pp |
| Employer contribution / active EE | $4,693 | $23,407-80.0% | $23,237-79.8% | $23,407-80.0% |
| Participant deferral / active EE | $2,399 | $8,339-71.2% | $8,486-71.7% | $8,339-71.2% |
| Admin fee / account holder | $0 | $52,310-100.0% | $530,422-100.0% | $52,310-100.0% |