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 | $1,363,131 | $157,256+766.8% | $141,162+865.7% | $152,861+791.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 50.98% | 64.32%-13.3pp | 71.39%-20.4pp | 345.32%-294.3pp |
| Employer contribution / active EE | $9,123 | $5,261+73.4% | $4,735+92.7% | $4,762+91.6% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $32 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |