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 | $462,752 | $133,958+245.4% | $112,228+312.3% | $134,475+244.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -16.55% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $13,835 | $4,038+242.6% | $3,635+280.7% | $4,740+191.9% |
| Participant deferral / active EE | $12,047 | $5,291+127.7% | $4,728+154.8% | $6,400+88.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |