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 | $357,904 | $95,193+276.0% | $76,523+367.7% | $135,375+164.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.51% | 4.85%-12.4pp | -0.27%-7.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,441 | $3,302+4.2% | $2,647+30.0% | $4,779-28.0% |
| Participant deferral / active EE | $16,841 | $4,639+263.0% | $3,835+339.1% | $5,609+200.3% |
| Admin fee / account holder | $50 | $6,249-99.2% | $4,848-99.0% | $10,827-99.5% |