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 | $343,879 | $175,202+96.3% | $149,673+129.8% | $139,434+146.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.69% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $6,681 | $5,474+22.0% | $4,818+38.7% | $4,751+40.6% |
| Participant deferral / active EE | $7,925 | $6,519+21.6% | $5,680+39.5% | $6,710+18.1% |
| Admin fee / account holder | $171 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |