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 | $375,422 | $138,044+172.0% | $125,339+199.5% | $134,475+179.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.68% | 750.33%-755.0pp | 572.05%-576.7pp | 417.96%-422.6pp |
| Employer contribution / active EE | $1,804 | $5,243-65.6% | $4,814-62.5% | $4,740-61.9% |
| Participant deferral / active EE | $9,965 | $7,799+27.8% | $7,446+33.8% | $6,400+55.7% |
| Admin fee / account holder | $275 | $11,571-97.6% | $10,010-97.3% | $11,426-97.6% |