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 | $300,513 | $227,553+32.1% | $189,557+58.5% | $167,490+79.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 13.03% | 78.40%-65.4pp | 64.17%-51.1pp | 478.56%-465.5pp |
| Employer contribution / active EE | $5,251 | $5,316-1.2% | $4,412+19.0% | $4,837+8.5% |
| Participant deferral / active EE | $9,851 | $7,002+40.7% | $6,174+59.6% | $6,341+55.3% |
| Admin fee / account holder | $275 | $11,878-97.7% | $9,807-97.2% | $12,309-97.8% |