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 | $3,148,952 | $74,888+4104.9% | $71,209+4322.1% | $142,382+2111.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.64% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $23,978 | $2,854+740.1% | $2,721+781.2% | $4,299+457.7% |
| Participant deferral / active EE | $21,982 | $4,454+393.5% | $4,175+426.5% | $6,507+237.8% |
| Admin fee / account holder | -$5,834 | $5,568-204.8% | $5,349-209.1% | $12,624-146.2% |