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 | $301,882 | $181,894+66.0% | $156,549+92.8% | $273,961+10.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.42% | 30.74%-21.3pp | 32.23%-22.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $7,171 | $6,248+14.8% | $5,501+30.3% | $4,869+47.3% |
| Participant deferral / active EE | $7,949 | $5,550+43.2% | $4,871+63.2% | $5,287+50.3% |
| Admin fee / account holder | $50 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |