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 | $469,179 | $127,065+269.2% | $113,168+314.6% | $142,382+229.5% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 13.19% | 24.03%-10.8pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,126 | $3,442+19.9% | $2,975+38.7% | $4,299-4.0% |
| Participant deferral / active EE | $13,496 | $5,716+136.1% | $5,107+164.3% | $6,507+107.4% |
| Admin fee / account holder | $1 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |