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 | $892,590 | $180,449+394.6% | $154,107+479.2% | $135,375+559.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.65% | 888.09%-887.4pp | 735.12%-734.5pp | 519.73%-519.1pp |
| Employer contribution / active EE | $20,313 | $6,035+236.6% | $5,298+283.5% | $4,779+325.1% |
| Participant deferral / active EE | $9,015 | $5,806+55.3% | $5,081+77.4% | $5,609+60.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |