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 7-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 | $358,950 | $214,378+67.4% | $200,582+79.0% | $142,382+152.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.99% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $11,968 | $6,841+74.9% | $6,419+86.4% | $4,299+178.4% |
| Participant deferral / active EE | $14,672 | $9,865+48.7% | $9,331+57.2% | $6,507+125.5% |
| Admin fee / account holder | $186 | $17,692-99.0% | $16,305-98.9% | $12,624-98.5% |