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 | $1,087,048 | $214,378+407.1% | $200,582+441.9% | $142,382+663.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.30% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $14,971 | $6,841+118.8% | $6,419+133.2% | $4,299+248.2% |
| Participant deferral / active EE | $20,135 | $9,865+104.1% | $9,331+115.8% | $6,507+209.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |