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 | $339,617 | $159,602+112.8% | $150,045+126.3% | $142,382+138.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.51% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,265 | $4,961+66.6% | $4,693+76.1% | $4,299+92.2% |
| Participant deferral / active EE | $25,828 | $8,310+210.8% | $7,997+223.0% | $6,507+296.9% |
| Admin fee / account holder | $88 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |