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 | $1,908,285 | $201,272+848.1% | $184,203+936.0% | $145,922+1207.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.25% | 29.00%-7.8pp | 28.81%-7.6pp | 561.29%-540.0pp |
| Employer contribution / active EE | $24,646 | $7,022+251.0% | $6,427+283.5% | $4,660+428.9% |
| Participant deferral / active EE | $19,060 | $9,806+94.4% | $9,131+108.7% | $6,688+185.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |