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 | $1,356,808 | $183,519+639.3% | $155,509+772.5% | $145,922+829.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.53% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.8pp |
| Employer contribution / active EE | $34,058 | $5,313+541.1% | $4,672+628.9% | $4,660+630.9% |
| Participant deferral / active EE | $20,199 | $6,462+212.6% | $5,626+259.0% | $6,688+202.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |