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 | $601,779 | $114,047+427.7% | $96,139+525.9% | $167,490+259.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.15% | 189.88%-180.7pp | 191.94%-182.8pp | 478.56%-469.4pp |
| Employer contribution / active EE | $946 | $3,427-72.4% | $2,797-66.2% | $4,837-80.5% |
| Participant deferral / active EE | $5,901 | $5,194+13.6% | $4,349+35.7% | $6,341-7.0% |
| Admin fee / account holder | $156 | $6,897-97.7% | $5,537-97.2% | $12,309-98.7% |