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 | $1,127,950 | $100,852+1018.4% | $90,404+1147.7% | $158,922+609.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.75% | 1724.20%-1700.4pp | 1293.02%-1269.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $15,047 | $3,689+307.9% | $3,262+361.3% | $4,761+216.0% |
| Participant deferral / active EE | $10,080 | $4,348+131.8% | $3,963+154.3% | $5,982+68.5% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |