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 6-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 | $436,618 | $159,602+173.6% | $150,045+191.0% | $142,382+206.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.01% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $12,125 | $4,961+144.4% | $4,693+158.4% | $4,299+182.0% |
| Participant deferral / active EE | $11,400 | $8,310+37.2% | $7,997+42.6% | $6,507+75.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |