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 | $1,001,222 | $209,411+378.1% | $178,490+460.9% | $158,922+530.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.04% | 188.75%-159.7pp | 151.07%-122.0pp | 302.83%-273.8pp |
| Employer contribution / active EE | $32,271 | $5,706+465.5% | $5,011+544.1% | $4,761+577.8% |
| Participant deferral / active EE | $20,829 | $5,954+249.8% | $5,202+300.4% | $5,982+248.2% |
| Admin fee / account holder | $226 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |