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 | $474,562 | $202,318+134.6% | $172,739+174.7% | $152,861+210.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.18% | 1029.65%-1001.5pp | 802.84%-774.7pp | 345.32%-317.1pp |
| Employer contribution / active EE | $19,030 | $5,856+225.0% | $5,143+270.0% | $4,762+299.6% |
| Participant deferral / active EE | $11,801 | $5,948+98.4% | $5,198+127.1% | $5,850+101.7% |
| Admin fee / account holder | $221 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |