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 7-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 | $1,086,342 | $158,398+585.8% | $126,539+758.5% | $142,382+663.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.92% | 593.76%-581.8pp | 425.95%-414.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $23,450 | $4,650+404.3% | $3,674+538.3% | $4,299+445.5% |
| Participant deferral / active EE | $25,890 | $4,767+443.1% | $4,083+534.1% | $6,507+297.9% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |