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 | $1,333,214 | $197,591+574.7% | $177,821+649.8% | $158,922+738.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.44% | 58.76%-50.3pp | 48.32%-39.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $11,249 | $6,697+68.0% | $5,918+90.1% | $4,761+136.3% |
| Participant deferral / active EE | $19,963 | $8,405+137.5% | $7,714+158.8% | $5,982+233.7% |
| Admin fee / account holder | $52 | $15,399-99.7% | $12,427-99.6% | $11,246-99.5% |