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 | $1,097,222 | $109,817+899.1% | $98,442+1014.6% | $167,490+555.1% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 18.75% | 1956.69%-1937.9pp | 1492.73%-1474.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $867 | $3,224-73.1% | $2,960-70.7% | $4,837-82.1% |
| Participant deferral / active EE | $1,600 | $4,673-65.8% | $4,276-62.6% | $6,341-74.8% |
| Admin fee / account holder | $74 | $6,753-98.9% | $5,949-98.8% | $12,309-99.4% |