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 7-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 | $314,140 | $158,817+97.8% | $121,196+159.2% | $135,375+132.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -9.10% | -0.64%-8.5pp | 16.93%-26.0pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,480 | $5,665-38.6% | $4,022-13.5% | $4,779-27.2% |
| Participant deferral / active EE | $15,000 | $4,005+274.5% | $3,344+348.5% | $5,609+167.4% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |