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 | $2,492,827 | $167,484+1388.4% | $151,611+1544.2% | $134,475+1753.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 9.86% | 7.80%+2.1pp | 3.33%+6.5pp | 417.96%-408.1pp |
| Employer contribution / active EE | $1,899 | $6,829-72.2% | $6,166-69.2% | $4,740-59.9% |
| Participant deferral / active EE | $13,000 | $8,986+44.7% | $8,363+55.4% | $6,400+103.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |