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 | $1,111,665 | $127,264+773.5% | $109,895+911.6% | $167,490+563.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.36% | 22.97%-10.6pp | 29.45%-17.1pp | 478.56%-466.2pp |
| Employer contribution / active EE | $26,850 | $3,322+708.2% | $2,842+844.6% | $4,837+455.0% |
| Participant deferral / active EE | $16,000 | $4,514+254.4% | $4,048+295.3% | $6,341+152.3% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |