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 | $485,850 | $97,744+397.1% | $103,476+369.5% | $145,922+233.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 36.92% | 25.41%+11.5pp | 23.90%+13.0pp | 561.29%-524.4pp |
| Employer contribution / active EE | $14,860 | $4,677+217.7% | $4,672+218.1% | $4,660+218.9% |
| Participant deferral / active EE | $25,500 | $6,603+286.2% | $6,623+285.0% | $6,688+281.3% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |