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 | $726,826 | $189,613+283.3% | $167,512+333.9% | $142,382+410.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 74.57% | 2024.68%-1950.1pp | 1615.79%-1541.2pp | 217.08%-142.5pp |
| Employer contribution / active EE | $36,656 | $4,349+742.9% | $3,882+844.4% | $4,299+752.6% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $30 | $10,528-99.7% | $9,769-99.7% | $12,624-99.8% |