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 6-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 | $844,174 | $185,200+355.8% | $142,863+490.9% | $167,490+404.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 11.78% | 8555.70%-8543.9pp | 5637.54%-5625.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $12,045 | $5,604+114.9% | $4,144+190.7% | $4,837+149.0% |
| Participant deferral / active EE | $13,000 | $4,494+189.3% | $3,837+238.8% | $6,341+105.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |