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 | $377,198 | $202,318+86.4% | $172,739+118.4% | $152,861+146.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.02% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $19,571 | $5,856+234.2% | $5,143+280.5% | $4,762+311.0% |
| Participant deferral / active EE | $14,900 | $5,948+150.5% | $5,198+186.7% | $5,850+154.7% |
| Admin fee / account holder | $87 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |