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 | $775,449 | $165,335+369.0% | $149,696+418.0% | $158,922+387.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.80% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $7,219 | $5,103+41.5% | $4,644+55.4% | $4,761+51.6% |
| Participant deferral / active EE | $13,558 | $7,181+88.8% | $6,842+98.2% | $5,982+126.6% |
| Admin fee / account holder | $64 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |