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 | $286,505 | $99,341+188.4% | $84,750+238.1% | $273,961+4.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 17.01% | 22.93%-5.9pp | 22.78%-5.8pp | 41.45%-24.4pp |
| Employer contribution / active EE | $3,269 | $4,214-22.4% | $3,574-8.5% | $4,869-32.9% |
| Participant deferral / active EE | $3,269 | $4,269-23.4% | $3,712-11.9% | $5,287-38.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |