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 8-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 | $2,020,054 | $104,974+1824.3% | $95,585+2013.4% | $142,382+1318.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.17% | 210.33%-194.2pp | 38.56%-22.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $32,875 | $2,779+1083.2% | $2,527+1201.2% | $4,299+664.7% |
| Participant deferral / active EE | $32,875 | $4,352+655.4% | $4,023+717.3% | $6,507+405.2% |
| Admin fee / account holder | $122 | $6,386-98.1% | $6,127-98.0% | $12,624-99.0% |