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 | $1,052,138 | $104,907+902.9% | $84,611+1143.5% | $152,861+588.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.86% | 373.79%-358.9pp | 258.74%-243.9pp | 345.32%-330.5pp |
| Employer contribution / active EE | $5,835 | $3,302+76.7% | $2,652+120.0% | $4,762+22.5% |
| Participant deferral / active EE | $16,667 | $4,688+255.5% | $3,899+327.5% | $5,850+184.9% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |