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 9-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 | $279,983 | $209,832+33.4% | $189,513+47.7% | $167,490+67.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.31% | 748.27%-732.0pp | 555.15%-538.8pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,606 | $6,914-47.8% | $6,162-41.5% | $4,837-25.5% |
| Participant deferral / active EE | $18,393 | $8,935+105.9% | $8,221+123.7% | $6,341+190.0% |
| Admin fee / account holder | $62 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |