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 | $841,560 | $142,405+491.0% | $115,157+630.8% | $152,861+450.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 31.72% | 41.48%-9.8pp | 35.60%-3.9pp | 345.32%-313.6pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,566 | $5,164-11.6% | $4,168+9.5% | $5,850-21.9% |
| Admin fee / account holder | $204 | $8,462-97.6% | $7,088-97.1% | $11,596-98.2% |