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 | $814,334 | $138,044+489.9% | $125,339+549.7% | $134,475+505.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.50% | 750.33%-764.8pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $12,724 | $5,243+142.7% | $4,814+164.3% | $4,740+168.5% |
| Participant deferral / active EE | $21,467 | $7,799+175.3% | $7,446+188.3% | $6,400+235.4% |
| Admin fee / account holder | $8 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |