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 | $1,368,865 | $106,515+1185.1% | $96,683+1315.8% | $139,434+881.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.04% | 38.43%-25.4pp | 35.69%-22.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $14,936 | $4,103+264.0% | $3,737+299.7% | $4,751+214.4% |
| Participant deferral / active EE | $18,387 | $5,454+237.1% | $4,878+276.9% | $6,710+174.0% |
| Admin fee / account holder | $44 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |