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 | $366,617 | $80,968+352.8% | $96,544+279.7% | $75,163+387.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.14% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $15,693 | $2,282+587.8% | $2,965+429.3% | $2,670+487.8% |
| Participant deferral / active EE | $12,505 | $3,928+218.4% | $4,851+157.8% | $4,125+203.1% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |