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 | $272,404 | $226,064+20.5% | $182,532+49.2% | $152,861+78.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.52% | 192.51%-173.0pp | 148.54%-129.0pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,285 | $4,978-34.0% | $4,076-19.4% | $4,762-31.0% |
| Participant deferral / active EE | $10,077 | $6,368+58.2% | $5,524+82.4% | $5,850+72.2% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |