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 | $800,304 | $209,832+281.4% | $189,513+322.3% | $167,490+377.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.66% | 748.27%-729.6pp | 555.15%-536.5pp | 478.56%-459.9pp |
| Employer contribution / active EE | $12,414 | $6,914+79.6% | $6,162+101.5% | $4,837+156.6% |
| Participant deferral / active EE | $14,748 | $8,935+65.1% | $8,221+79.4% | $6,341+132.6% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |