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 7-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 | $718,950 | $107,334+569.8% | $92,893+674.0% | $152,861+370.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.21% | 145.58%-124.4pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $25,105 | $4,221+494.8% | $3,653+587.3% | $4,762+427.2% |
| Participant deferral / active EE | $25,000 | $4,845+416.0% | $4,236+490.2% | $5,850+327.3% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |