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 | $293,537 | $214,378+36.9% | $200,582+46.3% | $142,382+106.2% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 13.98% | 46.41%-32.4pp | 42.33%-28.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $6,226 | $6,841-9.0% | $6,419-3.0% | $4,299+44.8% |
| Participant deferral / active EE | $4,532 | $9,865-54.1% | $9,331-51.4% | $6,507-30.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |