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 | $309,535 | $171,865+80.1% | $149,718+106.7% | $147,584+109.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 19.05% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $6,900 | $6,275+10.0% | $5,445+26.7% | $4,876+41.5% |
| Participant deferral / active EE | $13,800 | $7,271+89.8% | $6,569+110.1% | $5,439+153.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |