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 | $1,026,280 | $88,751+1056.4% | $81,812+1154.4% | $145,922+603.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.34% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,052 | $3,083-33.4% | $2,912-29.5% | $4,660-56.0% |
| Participant deferral / active EE | $4,910 | $4,643+5.7% | $4,319+13.7% | $6,688-26.6% |
| Admin fee / account holder | $3 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |