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 | $392,769 | $81,632+381.1% | $70,449+457.5% | $158,922+147.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.76% | 208.40%-188.6pp | 109.03%-89.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $588 | $3,217-81.7% | $2,737-78.5% | $4,761-87.7% |
| Participant deferral / active EE | $1,389 | $4,554-69.5% | $3,709-62.5% | $5,982-76.8% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |