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 | $259,767 | $114,381+127.1% | $107,525+141.6% | $142,382+82.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.29% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,362 | $4,015+58.5% | $3,754+69.5% | $4,299+48.0% |
| Participant deferral / active EE | $6,337 | $5,564+13.9% | $5,116+23.9% | $6,507-2.6% |
| Admin fee / account holder | $263 | $9,860-97.3% | $8,919-97.1% | $12,624-97.9% |