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 | $326,953 | $138,044+136.8% | $125,339+160.9% | $134,475+143.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.18% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,161 | $5,243-58.8% | $4,814-55.1% | $4,740-54.4% |
| Participant deferral / active EE | $6,635 | $7,799-14.9% | $7,446-10.9% | $6,400+3.7% |
| Admin fee / account holder | $227 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |