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 | $514,413 | $133,958+284.0% | $112,228+358.4% | $134,475+282.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.03% | 47.11%-59.1pp | 27.45%-39.5pp | 417.96%-430.0pp |
| Employer contribution / active EE | $880 | $4,038-78.2% | $3,635-75.8% | $4,740-81.4% |
| Participant deferral / active EE | $6,180 | $5,291+16.8% | $4,728+30.7% | $6,400-3.4% |
| Admin fee / account holder | $4 | $7,489-99.9% | $6,410-99.9% | $11,426-100.0% |