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 | $665,616 | $127,386+422.5% | $115,037+478.6% | $125,391+430.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -3.07% | 31.28%-34.3pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $5,165 | $5,1660% | $4,608+12.1% | $4,866+6.2% |
| Participant deferral / active EE | $7,147 | $6,423+11.3% | $6,026+18.6% | $5,352+33.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |