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 | $255,049 | $77,314+229.9% | $177,989+43.3% | $80,856+215.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 16.95% | 18.09%-1.1pp | 294.48%-277.5pp | 35.59%-18.6pp |
| Employer contribution / active EE | $11,171 | $2,292+387.4% | $3,949+182.9% | $2,755+305.5% |
| Participant deferral / active EE | $10,424 | $4,411+136.3% | $6,276+66.1% | $4,296+142.7% |
| Admin fee / account holder | $123 | $7,191-98.3% | $10,363-98.8% | $6,918-98.2% |