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 | $382,276 | $176,056+117.1% | $159,436+139.8% | $167,490+128.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.04% | 331.75%-308.7pp | 263.57%-240.5pp | 478.56%-455.5pp |
| Employer contribution / active EE | $3,859 | $5,297-27.1% | $4,829-20.1% | $4,837-20.2% |
| Participant deferral / active EE | $12,688 | $7,750+63.7% | $7,352+72.6% | $6,341+100.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |