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 | $891,136 | $102,966+765.5% | $90,281+887.1% | $152,861+483.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 30.04% | 95.16%-65.1pp | 78.10%-48.1pp | 345.32%-315.3pp |
| Employer contribution / active EE | $15,736 | $3,139+401.4% | $2,854+451.3% | $4,762+230.4% |
| Participant deferral / active EE | $9,945 | $4,281+132.3% | $3,885+156.0% | $5,850+70.0% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |