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 | $322,259 | $92,703+247.6% | $82,719+289.6% | $134,475+139.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.22% | 944.92%-949.1pp | 701.18%-705.4pp | 417.96%-422.2pp |
| Employer contribution / active EE | $16,855 | $3,274+414.8% | $3,009+460.2% | $4,740+255.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $50 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |