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 | $1,579,099 | $88,751+1679.2% | $81,812+1830.2% | $145,922+982.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.75% | 1025.40%-1002.7pp | 773.79%-751.0pp | 561.29%-538.5pp |
| Employer contribution / active EE | $41,332 | $3,083+1240.5% | $2,912+1319.2% | $4,660+787.0% |
| Participant deferral / active EE | $6,348 | $4,643+36.7% | $4,319+47.0% | $6,688-5.1% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |