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 | $473,423 | $106,515+344.5% | $96,683+389.7% | $139,434+239.5% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 15.96% | 38.43%-22.5pp | 35.69%-19.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $9,264 | $4,103+125.8% | $3,737+147.9% | $4,751+95.0% |
| Participant deferral / active EE | $9,570 | $5,454+75.5% | $4,878+96.2% | $6,710+42.6% |
| Admin fee / account holder | $17 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |