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 | $1,094,619 | $92,222+1086.9% | $76,768+1325.9% | $135,375+708.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.29% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $27,402 | $3,216+752.1% | $2,485+1002.6% | $4,779+473.4% |
| Participant deferral / active EE | $14,333 | $4,509+217.9% | $3,852+272.1% | $5,609+155.6% |
| Admin fee / account holder | $50 | $10,748-99.5% | $6,675-99.3% | $10,827-99.5% |