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 | $354,128 | $105,860+234.5% | $90,749+290.2% | $134,475+163.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 3.78% | -11.01%+14.8pp | -12.16%+15.9pp | 417.96%-414.2pp |
| Employer contribution / active EE | $15,919 | $3,462+359.8% | $2,921+445.0% | $4,740+235.9% |
| Participant deferral / active EE | $6,032 | $5,216+15.7% | $4,564+32.2% | $6,400-5.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |