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 | $1,141,707 | $148,978+666.4% | $200,582+469.2% | $84,808+1246.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.18% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $8,133 | $4,815+68.9% | $6,419+26.7% | $2,631+209.1% |
| Participant deferral / active EE | $23,100 | $7,142+223.4% | $9,331+147.6% | $4,212+448.5% |
| Admin fee / account holder | $8 | $13,977-99.9% | $16,305-99.9% | $7,344-99.9% |