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 | $467,756 | $93,024+402.8% | $77,024+507.3% | $134,475+247.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.49% | 62.60%-79.1pp | 42.32%-58.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $40,500 | $3,418+1084.9% | $2,812+1340.1% | $4,740+754.5% |
| Participant deferral / active EE | $27,000 | $5,238+415.5% | $4,426+510.0% | $6,400+321.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |