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 | $1,398,355 | $99,877+1300.1% | $84,966+1545.8% | $145,922+858.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 76.90% | 83.76%-6.9pp | 66.38%+10.5pp | 561.29%-484.4pp |
| Employer contribution / active EE | $1,905 | $3,231-41.1% | $2,727-30.2% | $4,660-59.1% |
| Participant deferral / active EE | $11,735 | $5,291+121.8% | $4,519+159.7% | $6,688+75.5% |
| Admin fee / account holder | $2 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |