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 | $1,932,502 | $108,919+1674.3% | $100,391+1825.0% | $145,922+1224.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.84% | 57.88%-46.0pp | 49.20%-37.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,585 | $4,419-41.5% | $3,942-34.4% | $4,660-44.5% |
| Participant deferral / active EE | $15,250 | $8,445+80.6% | $8,082+88.7% | $6,688+128.0% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |