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 | $970,385 | $85,022+1041.3% | $70,515+1276.1% | $139,434+595.9% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 19.11% | 30.38%-11.3pp | 32.77%-13.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $18,366 | $3,909+369.9% | $2,973+517.7% | $4,751+286.6% |
| Participant deferral / active EE | $16,660 | $5,890+182.8% | $4,567+264.8% | $6,710+148.3% |
| Admin fee / account holder | $224 | $8,906-97.5% | $6,412-96.5% | $11,403-98.0% |