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 | $277,853 | $217,402+27.8% | $185,823+49.5% | $167,490+65.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.19% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,854 | $6,356+70.8% | $5,568+94.9% | $6,341+71.2% |
| Admin fee / account holder | $188 | $19,811-99.1% | $16,237-98.8% | $12,309-98.5% |