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 | $1,677,105 | $138,044+1114.9% | $125,339+1238.1% | $134,475+1147.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.51% | 750.33%-761.8pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $8,986 | $5,243+71.4% | $4,814+86.7% | $4,740+89.6% |
| Participant deferral / active EE | $23,750 | $7,799+204.5% | $7,446+218.9% | $6,400+271.1% |
| Admin fee / account holder | $45 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |