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 | $307,252 | $183,519+67.4% | $155,509+97.6% | $145,922+110.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.68% | 61.17%-39.5pp | 64.67%-43.0pp | 561.29%-539.6pp |
| Employer contribution / active EE | $4,642 | $5,313-12.6% | $4,672-0.7% | $4,660-0.4% |
| Participant deferral / active EE | $6,725 | $6,462+4.1% | $5,626+19.5% | $6,688+0.6% |
| Admin fee / account holder | $288 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |