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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,817,858 | $175,202+1508.4% | $149,673+1782.7% | $139,434+1920.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27073.69% | 166.71%+26907.0pp | 134.42%+26939.3pp | 372.94%+26700.7pp |
| Employer contribution / active EE | $24,305 | $5,474+344.0% | $4,818+404.5% | $4,751+411.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $174 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |