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 4-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 | $345,477 | $201,272+71.6% | $184,203+87.6% | $145,922+136.8% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 21.54% | 29.00%-7.5pp | 28.81%-7.3pp | 561.29%-539.7pp |
| Employer contribution / active EE | $27,669 | $7,022+294.0% | $6,427+330.5% | $4,660+493.8% |
| Participant deferral / active EE | $13,707 | $9,806+39.8% | $9,131+50.1% | $6,688+105.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |