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 | $1,434,881 | $177,572+708.1% | $154,803+826.9% | $142,382+907.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.16% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $12,000 | $4,810+149.5% | $4,305+178.7% | $4,299+179.1% |
| Participant deferral / active EE | $21,426 | $6,272+241.6% | $5,540+286.7% | $6,507+229.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |