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 | $329,987 | $183,963+79.4% | $162,163+103.5% | $152,861+115.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.30% | 150.76%-124.5pp | 115.59%-89.3pp | 345.32%-319.0pp |
| Employer contribution / active EE | $9,109 | $6,371+43.0% | $5,614+62.3% | $4,762+91.3% |
| Participant deferral / active EE | $9,500 | $8,034+18.2% | $7,298+30.2% | $5,850+62.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |