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 | $1,326,669 | $114,381+1059.9% | $107,525+1133.8% | $142,382+831.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.18% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $33,739 | $4,015+740.4% | $3,754+798.9% | $4,299+684.8% |
| Participant deferral / active EE | $17,230 | $5,564+209.7% | $5,116+236.8% | $6,507+164.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |