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 | $1,247,957 | $209,411+495.9% | $178,490+599.2% | $158,922+685.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.50% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,049 | $5,706-64.1% | $5,011-59.1% | $4,761-57.0% |
| Participant deferral / active EE | $12,553 | $5,954+110.8% | $5,202+141.3% | $5,982+109.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |