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 8-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 | $370,687 | $165,335+124.2% | $149,696+147.6% | $158,922+133.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.03% | 348.15%-330.1pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $10,080 | $5,103+97.5% | $4,644+117.0% | $4,761+111.7% |
| Participant deferral / active EE | $35,750 | $7,181+397.8% | $6,842+422.5% | $5,982+497.6% |
| Admin fee / account holder | $175 | $10,807-98.4% | $9,309-98.1% | $11,246-98.4% |