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 | $1,116,742 | $100,754+1008.4% | $86,677+1188.4% | $134,475+730.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.73% | 29.04%-35.8pp | 35.91%-42.6pp | 417.96%-424.7pp |
| Employer contribution / active EE | $27,014 | $3,489+674.2% | $2,836+852.4% | $4,740+470.0% |
| Participant deferral / active EE | $18,000 | $5,338+237.2% | $4,656+286.6% | $6,400+181.3% |
| Admin fee / account holder | $82 | $10,926-99.2% | $7,493-98.9% | $11,426-99.3% |