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 | $539,659 | $159,901+237.5% | $146,958+267.2% | $145,922+269.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.11% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $15,948 | $5,286+201.7% | $4,933+223.3% | $4,660+242.3% |
| Participant deferral / active EE | $10,379 | $8,428+23.1% | $8,070+28.6% | $6,688+55.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |