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 | $426,454 | $99,652+327.9% | $78,778+441.3% | $147,584+189.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.60% | 47.28%-28.7pp | 35.62%-17.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,460 | $2,796-12.0% | $1,986+23.9% | $4,876-49.6% |
| Participant deferral / active EE | $15,752 | $3,664+330.0% | $2,958+432.5% | $5,439+189.6% |
| Admin fee / account holder | $42 | $7,155-99.4% | $5,134-99.2% | $10,885-99.6% |