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 | $329,980 | $105,126+213.9% | $94,646+248.6% | $139,434+136.7% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 14.95% | 38.03%-23.1pp | 156.71%-141.8pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,857 | $4,106-30.4% | $3,672-22.2% | $4,751-39.9% |
| Participant deferral / active EE | $6,000 | $7,599-21.0% | $7,418-19.1% | $6,710-10.6% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |