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 | $1,394,580 | $430,061+224.3% | $331,881+320.2% | $357,791+289.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 79.6%+20.4pp | 85.6%+14.4pp |
| Annual return | 12.45% | -3.13%+15.6pp | -0.91%+13.4pp | 396.79%-384.3pp |
| Employer contribution / active EE | $36,257 | $9,014+302.2% | $7,480+384.7% | $7,508+382.9% |
| Participant deferral / active EE | $0 | $4,517-100.0% | $4,619-100.0% | $5,521-100.0% |
| Admin fee / account holder | $4 | $30,517-100.0% | $26,542-100.0% | $28,387-100.0% |