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 | $280,666 | $105,126+167.0% | $94,646+196.5% | $139,434+101.3% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 18.78% | 38.03%-19.2pp | 156.71%-137.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,281 | $4,106-68.8% | $3,672-65.1% | $4,751-73.0% |
| Participant deferral / active EE | $2,562 | $7,599-66.3% | $7,418-65.5% | $6,710-61.8% |
| Admin fee / account holder | $12 | $8,984-99.9% | $7,231-99.8% | $11,403-99.9% |