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 | $742,130 | $209,411+254.4% | $178,490+315.8% | $158,922+367.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.61% | 188.75%-154.1pp | 151.07%-116.5pp | 302.83%-268.2pp |
| Employer contribution / active EE | $2,776 | $5,706-51.4% | $5,011-44.6% | $4,761-41.7% |
| Participant deferral / active EE | $18,139 | $5,954+204.6% | $5,202+248.7% | $5,982+203.2% |
| Admin fee / account holder | $147 | $17,074-99.1% | $13,984-98.9% | $11,246-98.7% |