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 | $849,074 | $176,056+382.3% | $159,436+432.5% | $167,490+406.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.76% | 331.75%-296.0pp | 263.57%-227.8pp | 478.56%-442.8pp |
| Employer contribution / active EE | $4,753 | $5,297-10.3% | $4,829-1.6% | $4,837-1.7% |
| Participant deferral / active EE | $11,124 | $7,750+43.5% | $7,352+51.3% | $6,341+75.4% |
| Admin fee / account holder | $100 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |