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 4-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 | $344,302 | $88,751+287.9% | $81,812+320.8% | $145,922+136.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.73% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $14,125 | $3,083+358.1% | $2,912+385.0% | $4,660+203.1% |
| Participant deferral / active EE | $14,125 | $4,643+204.2% | $4,319+227.1% | $6,688+111.2% |
| Admin fee / account holder | $120 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |