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 | $413,125 | $135,635+204.6% | $110,238+274.8% | $135,375+205.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -0.92% | 513.19%-514.1pp | 314.74%-315.7pp | 519.73%-520.7pp |
| Employer contribution / active EE | $5,090 | $4,906+3.7% | $3,826+33.0% | $4,779+6.5% |
| Participant deferral / active EE | $5,373 | $5,506-2.4% | $4,672+15.0% | $5,609-4.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |