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 | $486,664 | $202,318+140.5% | $172,739+181.7% | $152,861+218.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.95% | 1029.65%-1012.7pp | 802.84%-785.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,480 | $5,856-57.7% | $5,143-51.8% | $4,762-47.9% |
| Participant deferral / active EE | $8,000 | $5,948+34.5% | $5,198+53.9% | $5,850+36.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |