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 4-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 | $1,320,678 | $177,572+643.7% | $154,803+753.1% | $142,382+827.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 57.13% | 65.07%-7.9pp | 58.88%-1.7pp | 217.08%-159.9pp |
| Employer contribution / active EE | $31,125 | $4,810+547.0% | $4,305+622.9% | $4,299+624.0% |
| Participant deferral / active EE | $32,875 | $6,272+424.2% | $5,540+493.4% | $6,507+405.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |