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 | $583,003 | $185,822+213.7% | $169,993+243.0% | $139,434+318.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.01% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $15,494 | $7,590+104.1% | $6,785+128.3% | $4,751+226.1% |
| Participant deferral / active EE | $10,276 | $11,622-11.6% | $10,408-1.3% | $6,710+53.1% |
| Admin fee / account holder | $79 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |