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 | $1,463,667 | $107,334+1263.7% | $92,893+1475.6% | $152,861+857.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 34.45% | 145.58%-111.1pp | 109.41%-75.0pp | 345.32%-310.9pp |
| Employer contribution / active EE | $16,694 | $4,221+295.5% | $3,653+357.0% | $4,762+250.5% |
| Participant deferral / active EE | $14,060 | $4,845+190.2% | $4,236+231.9% | $5,850+140.3% |
| Admin fee / account holder | $105 | $7,079-98.5% | $5,794-98.2% | $11,596-99.1% |