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 | $251,032 | $152,587+64.5% | $125,175+100.5% | $152,861+64.2% |
| Participation rate | 85.0% | 83.3%+1.7pp | 79.8%+5.2pp | 82.4%+2.6pp |
| Annual return | 15.65% | 54.84%-39.2pp | 43.79%-28.1pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,919 | $4,946-61.2% | $3,865-50.3% | $4,762-59.7% |
| Participant deferral / active EE | $11,365 | $5,868+93.7% | $4,937+130.2% | $5,850+94.3% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |