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 | $1,537,786 | $185,822+727.6% | $169,993+804.6% | $139,434+1002.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.74% | 60.50%-47.8pp | 53.37%-40.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $22,355 | $7,590+194.5% | $6,785+229.5% | $4,751+370.5% |
| Participant deferral / active EE | $18,633 | $11,622+60.3% | $10,408+79.0% | $6,710+177.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |