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 | $1,551,094 | $214,378+623.5% | $200,582+673.3% | $142,382+989.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.25% | 46.41%-24.2pp | 42.33%-20.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $33,647 | $6,841+391.8% | $6,419+424.2% | $4,299+682.6% |
| Participant deferral / active EE | $22,621 | $9,865+129.3% | $9,331+142.4% | $6,507+247.6% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |