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 7-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 | $258,751 | $104,974+146.5% | $95,585+170.7% | $142,382+81.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.01% | 210.33%-198.3pp | 38.56%-26.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $29,303 | $2,779+954.6% | $2,527+1059.8% | $4,299+581.6% |
| Participant deferral / active EE | $25,617 | $4,352+488.6% | $4,023+536.8% | $6,507+293.7% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |