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 4-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 | $3,182,813 | $60,022+5202.7% | $88,946+3478.4% | $84,808+3653.0% |
| Participation rate | 98.5% | 57.8%+40.6pp | 68.8%+29.6pp | 68.3%+30.2pp |
| Annual return | 0.00% | 22.43%-22.4pp | 57.82%-57.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $477 | $1,703-72.0% | $2,555-81.3% | $2,631-81.9% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $47 | $4,811-99.0% | $8,261-99.4% | $7,344-99.4% |