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 | $1,329,026 | $100,852+1217.8% | $90,404+1370.1% | $158,922+736.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.14% | 1724.20%-1698.1pp | 1293.02%-1266.9pp | 302.83%-276.7pp |
| Employer contribution / active EE | $15,590 | $3,689+322.6% | $3,262+377.9% | $4,761+227.4% |
| Participant deferral / active EE | $13,813 | $4,348+217.7% | $3,963+248.5% | $5,982+130.9% |
| Admin fee / account holder | $97 | $6,501-98.5% | $5,611-98.3% | $11,246-99.1% |