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 | $395,406 | $176,662+123.8% | $130,648+202.7% | $152,861+158.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 32.68% | 2692.24%-2659.6pp | 1708.96%-1676.3pp | 345.32%-312.6pp |
| Employer contribution / active EE | $17,715 | $5,742+208.5% | $4,092+332.9% | $4,762+272.0% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $33 | $7,133-99.5% | $5,464-99.4% | $11,596-99.7% |