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 | $341,965 | $168,632+102.8% | $147,614+131.7% | $125,391+172.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.93% | 77.65%-80.6pp | 61.98%-64.9pp | 282.22%-285.1pp |
| Employer contribution / active EE | $10,154 | $6,252+62.4% | $5,564+82.5% | $4,866+108.7% |
| Participant deferral / active EE | $9,820 | $5,507+78.3% | $4,895+100.6% | $5,352+83.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |