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 | $393,420 | $88,751+343.3% | $81,812+380.9% | $145,922+169.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.05% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $22,327 | $3,083+624.1% | $2,912+666.6% | $4,660+379.2% |
| Participant deferral / active EE | $18,192 | $4,643+291.8% | $4,319+321.2% | $6,688+172.0% |
| Admin fee / account holder | $155 | $8,415-98.2% | $7,386-97.9% | $13,397-98.8% |