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 | $1,258,836 | $97,044+1197.2% | $83,333+1410.6% | $135,375+829.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.04% | 12.31%-11.3pp | 10.63%-9.6pp | 519.73%-518.7pp |
| Employer contribution / active EE | $5,097 | $4,143+23.0% | $3,379+50.9% | $4,779+6.7% |
| Participant deferral / active EE | $17,580 | $5,964+194.7% | $5,565+215.9% | $5,609+213.4% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |