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 | $476,304 | $91,037+423.2% | $71,671+564.6% | $147,584+222.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 19.27% | 20.48%-1.2pp | 20.65%-1.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $21,112 | $3,327+534.5% | $2,460+758.3% | $4,876+332.9% |
| Participant deferral / active EE | $18,000 | $4,498+300.2% | $3,438+423.6% | $5,439+231.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |