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 | $358,662 | $115,770+209.8% | $101,248+254.2% | $158,922+125.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.46% | 56.14%-34.7pp | 46.47%-25.0pp | 302.83%-281.4pp |
| Employer contribution / active EE | $14,304 | $4,175+242.7% | $3,660+290.9% | $4,761+200.4% |
| Participant deferral / active EE | $8,945 | $4,957+80.4% | $4,370+104.7% | $5,982+49.5% |
| Admin fee / account holder | $32 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |