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 | $557,546 | $75,935+634.2% | $60,547+820.8% | $125,391+344.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.53% | -5.38%+4.8pp | 335.64%-336.2pp | 282.22%-282.8pp |
| Employer contribution / active EE | $2,164 | $3,438-37.1% | $2,419-10.6% | $4,866-55.5% |
| Participant deferral / active EE | $21,887 | $4,506+385.7% | $3,328+557.7% | $5,352+309.0% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |