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 | $446,711 | $171,865+159.9% | $149,718+198.4% | $147,584+202.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.60% | 2113.22%-2103.6pp | 1501.63%-1492.0pp | 578.55%-569.0pp |
| Employer contribution / active EE | $26,112 | $6,275+316.1% | $5,445+379.6% | $4,876+435.5% |
| Participant deferral / active EE | $17,108 | $7,271+135.3% | $6,569+160.4% | $5,439+214.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |