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 | $498,387 | $144,119+245.8% | $117,854+322.9% | $147,584+237.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.79% | 531.15%-512.4pp | 335.08%-316.3pp | 578.55%-559.8pp |
| Employer contribution / active EE | $9,856 | $4,896+101.3% | $3,786+160.3% | $4,876+102.1% |
| Participant deferral / active EE | $2,844 | $5,316-46.5% | $4,482-36.5% | $5,439-47.7% |
| Admin fee / account holder | $51 | $10,886-99.5% | $8,020-99.4% | $10,885-99.5% |