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 | $613,470 | $197,591+210.5% | $177,821+245.0% | $158,922+286.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.52% | 58.76%-36.2pp | 48.32%-25.8pp | 302.83%-280.3pp |
| Employer contribution / active EE | $14,570 | $6,697+117.5% | $5,918+146.2% | $4,761+206.0% |
| Participant deferral / active EE | $11,628 | $8,405+38.3% | $7,714+50.7% | $5,982+94.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |