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 | $252,418 | $138,044+82.9% | $125,339+101.4% | $134,475+87.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.33% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $25,249 | $5,243+381.5% | $4,814+424.5% | $4,740+432.7% |
| Participant deferral / active EE | $17,675 | $7,799+126.6% | $7,446+137.4% | $6,400+176.2% |
| Admin fee / account holder | -$264 | $11,571-102.3% | $10,010-102.6% | $11,426-102.3% |