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 | $1,128,093 | $167,484+573.6% | $151,611+644.1% | $134,475+738.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 7.64% | 7.80%-0.2pp | 3.33%+4.3pp | 417.96%-410.3pp |
| Employer contribution / active EE | $22,109 | $6,829+223.7% | $6,166+258.6% | $4,740+366.5% |
| Participant deferral / active EE | $15,993 | $8,986+78.0% | $8,363+91.2% | $6,400+149.9% |
| Admin fee / account holder | $15 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |