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 | $408,488 | $159,901+155.5% | $146,958+178.0% | $145,922+179.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $26,590 | $5,286+403.0% | $4,933+439.0% | $4,660+470.7% |
| Participant deferral / active EE | $28,000 | $8,428+232.2% | $8,070+247.0% | $6,688+318.7% |
| Admin fee / account holder | $3 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |