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 | $353,039 | $165,335+113.5% | $149,696+135.8% | $158,922+122.1% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 18.31% | 348.15%-329.8pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,495 | $5,103-51.1% | $4,644-46.3% | $4,761-47.6% |
| Participant deferral / active EE | $8,133 | $7,181+13.2% | $6,842+18.9% | $5,982+35.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |