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 9-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 | $1,286,375 | $167,307+668.9% | $143,757+794.8% | $134,475+856.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.85% | 0.46%-1.3pp | -0.04%-0.8pp | 417.96%-418.8pp |
| Employer contribution / active EE | $42,500 | $5,619+656.3% | $4,951+758.4% | $4,740+796.7% |
| Participant deferral / active EE | $2,167 | $6,446-66.4% | $5,637-61.6% | $6,400-66.1% |
| Admin fee / account holder | $34 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |