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 | $2,642,572 | $183,963+1336.5% | $162,163+1529.6% | $152,861+1628.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.67% | 150.76%-125.1pp | 115.59%-89.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $26,450 | $6,371+315.2% | $5,614+371.2% | $4,762+455.4% |
| Participant deferral / active EE | $17,250 | $8,034+114.7% | $7,298+136.4% | $5,850+194.9% |
| Admin fee / account holder | $234 | $13,121-98.2% | $10,843-97.8% | $11,596-98.0% |