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 | $6,444,428 | $108,172+5857.6% | $77,482+8217.3% | $158,922+3955.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 4.33% | 31.67%-27.3pp | 54.79%-50.5pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,689 | $1,325+103.0% | $986+172.6% | $4,761-43.5% |
| Participant deferral / active EE | $2,689 | $2,456+9.5% | $1,861+44.5% | $5,982-55.0% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |