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 | $2,344,993 | $159,901+1366.5% | $146,958+1495.7% | $145,922+1507.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 87.99% | 98.13%-10.1pp | 418.34%-330.4pp | 561.29%-473.3pp |
| Employer contribution / active EE | $13,373 | $5,286+153.0% | $4,933+171.1% | $4,660+187.0% |
| Participant deferral / active EE | $9,975 | $8,428+18.4% | $8,070+23.6% | $6,688+49.2% |
| Admin fee / account holder | $5 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |