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 | $666,285 | $189,613+251.4% | $167,512+297.8% | $142,382+368.0% |
| Participation rate | 72.7% | 80.1%-7.4pp | 77.1%-4.3pp | 80.1%-7.4pp |
| Annual return | 11.27% | 2024.68%-2013.4pp | 1615.79%-1604.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $8,800 | $4,349+102.3% | $3,882+126.7% | $4,299+104.7% |
| Participant deferral / active EE | $15,412 | $6,981+120.8% | $6,405+140.6% | $6,507+136.8% |
| Admin fee / account holder | $210 | $10,528-98.0% | $9,769-97.9% | $12,624-98.3% |