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 | $1,683,674 | $190,805+782.4% | $159,960+952.6% | $134,475+1152.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 12.28% | 552.23%-540.0pp | 408.60%-396.3pp | 417.96%-405.7pp |
| Employer contribution / active EE | $42,000 | $4,995+740.8% | $4,226+893.9% | $4,740+786.1% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $14 | $10,471-99.9% | $8,698-99.8% | $11,426-99.9% |