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 | $1,061,990 | $183,519+478.7% | $155,509+582.9% | $145,922+627.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.76% | 61.17%-39.4pp | 64.67%-42.9pp | 561.29%-539.5pp |
| Employer contribution / active EE | $29,626 | $5,313+457.6% | $4,672+534.1% | $4,660+535.8% |
| Participant deferral / active EE | $10,213 | $6,462+58.0% | $5,626+81.5% | $6,688+52.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |