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 9-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 | $1,806,750 | $176,056+926.2% | $159,436+1033.2% | $167,490+978.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.32% | 331.75%-313.4pp | 263.57%-245.2pp | 478.56%-460.2pp |
| Employer contribution / active EE | $30,625 | $5,297+478.1% | $4,829+534.1% | $4,837+533.1% |
| Participant deferral / active EE | $20,438 | $7,750+163.7% | $7,352+178.0% | $6,341+222.3% |
| Admin fee / account holder | $46 | $12,554-99.6% | $10,799-99.6% | $12,309-99.6% |