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 | $469,826 | $97,757+380.6% | $83,848+460.3% | $135,375+247.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -4.62% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $21,013 | $4,222+397.8% | $3,631+478.7% | $4,779+339.7% |
| Participant deferral / active EE | $8,763 | $4,682+87.2% | $4,082+114.7% | $5,609+56.2% |
| Admin fee / account holder | $21 | $6,674-99.7% | $5,478-99.6% | $10,827-99.8% |