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 | $546,822 | $138,044+296.1% | $125,339+336.3% | $134,475+306.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.51% | 750.33%-765.8pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $30,143 | $5,243+474.9% | $4,814+526.2% | $4,740+536.0% |
| Participant deferral / active EE | $13,086 | $7,799+67.8% | $7,446+75.7% | $6,400+104.5% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |