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 8-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 | $1,187,367 | $88,751+1237.9% | $81,812+1351.3% | $145,922+713.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.75% | 1025.40%-994.7pp | 773.79%-743.0pp | 561.29%-530.5pp |
| Employer contribution / active EE | $23,531 | $3,083+663.2% | $2,912+708.0% | $4,660+405.0% |
| Participant deferral / active EE | $15,225 | $4,643+227.9% | $4,319+252.5% | $6,688+127.7% |
| Admin fee / account holder | $30 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |