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 | $1,089,223 | $181,894+498.8% | $156,549+595.8% | $273,961+297.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.51% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $41,167 | $6,248+558.9% | $5,501+648.3% | $4,869+745.5% |
| Participant deferral / active EE | $17,833 | $5,550+221.3% | $4,871+266.1% | $5,287+237.3% |
| Admin fee / account holder | $3 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |