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 9-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 | $496,305 | $179,726+176.1% | $156,263+217.6% | $142,382+248.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 62.05% | 77.86%-15.8pp | 59.47%+2.6pp | 217.08%-155.0pp |
| Employer contribution / active EE | $4,200 | $5,069-17.1% | $4,333-3.1% | $4,299-2.3% |
| Participant deferral / active EE | $31,000 | $6,956+345.7% | $6,158+403.4% | $6,507+376.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |