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 | $1,352,207 | $214,378+530.8% | $200,582+574.1% | $142,382+849.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.32% | 46.41%-15.1pp | 42.33%-11.0pp | 217.08%-185.8pp |
| Employer contribution / active EE | $12,962 | $6,841+89.5% | $6,419+101.9% | $4,299+201.5% |
| Participant deferral / active EE | $28,000 | $9,865+183.8% | $9,331+200.1% | $6,507+330.3% |
| Admin fee / account holder | $21 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |