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 | $471,831 | $183,963+156.5% | $162,163+191.0% | $152,861+208.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 30.04% | 150.76%-120.7pp | 115.59%-85.6pp | 345.32%-315.3pp |
| Employer contribution / active EE | $32,641 | $6,371+412.4% | $5,614+481.5% | $4,762+585.4% |
| Participant deferral / active EE | $3,709 | $8,034-53.8% | $7,298-49.2% | $5,850-36.6% |
| Admin fee / account holder | $44 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |