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 | $2,272,972 | $133,922+1597.2% | $116,228+1855.6% | $142,382+1496.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.98% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $14,000 | $3,446+306.3% | $2,994+367.5% | $4,299+225.6% |
| Participant deferral / active EE | $31,750 | $5,672+459.8% | $4,953+541.0% | $6,507+387.9% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |