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 5-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 | $256,028 | $138,044+85.5% | $125,339+104.3% | $134,475+90.4% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.09% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,389 | $5,243+2.8% | $4,814+12.0% | $4,740+13.7% |
| Participant deferral / active EE | $12,910 | $7,799+65.5% | $7,446+73.4% | $6,400+101.7% |
| Admin fee / account holder | $26 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |