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 | $653,275 | $95,862+581.5% | $79,550+721.2% | $134,475+385.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.90% | -2.69%-15.2pp | 0.16%-18.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $9,132 | $3,128+191.9% | $2,413+278.4% | $4,740+92.7% |
| Participant deferral / active EE | $15,767 | $4,693+236.0% | $3,985+295.6% | $6,400+146.4% |
| Admin fee / account holder | $80 | $9,126-99.1% | $6,832-98.8% | $11,426-99.3% |