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 | $414,416 | $167,307+147.7% | $143,757+188.3% | $134,475+208.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -9.72% | 0.46%-10.2pp | -0.04%-9.7pp | 417.96%-427.7pp |
| Employer contribution / active EE | $7,590 | $5,619+35.1% | $4,951+53.3% | $4,740+60.1% |
| Participant deferral / active EE | $5,817 | $6,446-9.8% | $5,637+3.2% | $6,400-9.1% |
| Admin fee / account holder | $213 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |