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 | $635,009 | $99,918+535.5% | $81,382+680.3% | $145,922+335.2% |
| Participation rate | 83.3% | 74.2%+9.2pp | 69.5%+13.8pp | 80.3%+3.1pp |
| Annual return | 12.45% | 34.32%-21.9pp | 24.73%-12.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $18,478 | $2,978+520.6% | $2,463+650.3% | $4,660+296.6% |
| Participant deferral / active EE | $18,417 | $4,605+299.9% | $3,883+374.3% | $6,688+175.4% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |