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 | $274,092 | $106,515+157.3% | $96,683+183.5% | $139,434+96.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.37% | 38.43%-10.1pp | 35.69%-7.3pp | 372.94%-344.6pp |
| Employer contribution / active EE | $25,437 | $4,103+520.0% | $3,737+580.7% | $4,751+435.4% |
| Participant deferral / active EE | $15,550 | $5,454+185.1% | $4,878+218.8% | $6,710+131.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |