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 | $705,887 | $183,519+284.6% | $155,509+353.9% | $145,922+383.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.21% | 61.17%-28.0pp | 64.67%-31.5pp | 561.29%-528.1pp |
| Employer contribution / active EE | $12,500 | $5,313+135.3% | $4,672+167.5% | $4,660+168.3% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $3 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |