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 | $826,440 | $109,982+651.4% | $97,226+750.0% | $145,922+466.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.95% | 242.90%-227.0pp | 75.13%-59.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,452 | $3,084+11.9% | $2,729+26.5% | $4,660-25.9% |
| Participant deferral / active EE | $20,600 | $4,676+340.6% | $4,264+383.1% | $6,688+208.0% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |