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 | $277,110 | $115,882+139.1% | $100,516+175.7% | $158,922+74.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 23.63% | 34.79%-11.2pp | 30.89%-7.3pp | 302.83%-279.2pp |
| Employer contribution / active EE | $7,908 | $4,103+92.7% | $3,418+131.4% | $4,761+66.1% |
| Participant deferral / active EE | $7,657 | $6,674+14.7% | $6,270+22.1% | $5,982+28.0% |
| Admin fee / account holder | $35 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |