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 | $1,141,618 | $177,572+542.9% | $154,803+637.5% | $142,382+701.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.92% | 65.07%-51.2pp | 58.88%-45.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $60,537 | $4,810+1158.4% | $4,305+1306.1% | $4,299+1308.1% |
| Participant deferral / active EE | $3,333 | $6,272-46.9% | $5,540-39.8% | $6,507-48.8% |
| Admin fee / account holder | $218 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |