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 | $333,145 | $109,817+203.4% | $98,442+238.4% | $167,490+98.9% |
| Participation rate | 77.8% | 75.8%+2.0pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 13.94% | 1956.69%-1942.8pp | 1492.73%-1478.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $6,665 | $3,224+106.8% | $2,960+125.2% | $4,837+37.8% |
| Participant deferral / active EE | $11,941 | $4,673+155.5% | $4,276+179.2% | $6,341+88.3% |
| Admin fee / account holder | $40 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |