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 | $864,358 | $163,687+428.1% | $108,745+694.8% | $273,961+215.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 6.03% | 31.16%-25.1pp | 46.22%-40.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $23,768 | $4,711+404.5% | $3,323+615.2% | $4,869+388.2% |
| Participant deferral / active EE | $7,576 | $7,155+5.9% | $5,121+47.9% | $5,287+43.3% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |