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 9-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 | $435,511 | $165,335+163.4% | $149,696+190.9% | $158,922+174.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 79.78% | 348.15%-268.4pp | 276.60%-196.8pp | 302.83%-223.0pp |
| Employer contribution / active EE | $4,774 | $5,103-6.4% | $4,644+2.8% | $4,761+0.3% |
| Participant deferral / active EE | $9,640 | $7,181+34.2% | $6,842+40.9% | $5,982+61.1% |
| Admin fee / account holder | $18 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |