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 | $752,372 | $127,065+492.1% | $113,168+564.8% | $142,382+428.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 33.92% | 24.03%+9.9pp | 24.27%+9.7pp | 217.08%-183.2pp |
| Employer contribution / active EE | $15,960 | $3,442+363.7% | $2,975+436.4% | $4,299+271.2% |
| Participant deferral / active EE | $23,896 | $5,716+318.0% | $5,107+367.9% | $6,507+267.2% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |