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 | $323,607 | $108,919+197.1% | $100,391+222.3% | $145,922+121.8% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 13.65% | 57.88%-44.2pp | 49.20%-35.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,202 | $4,419-72.8% | $3,942-69.5% | $4,660-74.2% |
| Participant deferral / active EE | $2,504 | $8,445-70.3% | $8,082-69.0% | $6,688-62.6% |
| Admin fee / account holder | $12 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |