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 10-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 | $485,664 | $88,751+447.2% | $81,812+493.6% | $145,922+232.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 24.25% | 1025.40%-1001.2pp | 773.79%-749.5pp | 561.29%-537.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,808 | $4,643-39.5% | $4,319-35.0% | $6,688-58.0% |
| Admin fee / account holder | $208 | $8,415-97.5% | $7,386-97.2% | $13,397-98.4% |