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 5-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 | $362,807 | $138,044+162.8% | $125,339+189.5% | $134,475+169.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.27% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $21,439 | $5,243+308.9% | $4,814+345.4% | $4,740+352.3% |
| Participant deferral / active EE | $16,232 | $7,799+108.1% | $7,446+118.0% | $6,400+153.6% |
| Admin fee / account holder | $74 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |