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 | $383,223 | $115,770+231.0% | $101,248+278.5% | $158,922+141.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.33% | 56.14%-38.8pp | 46.47%-29.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,333 | $4,175-20.2% | $3,660-8.9% | $4,761-30.0% |
| Participant deferral / active EE | $8,171 | $4,957+64.8% | $4,370+87.0% | $5,982+36.6% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |