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 | $1,299,034 | $183,963+606.1% | $162,163+701.1% | $152,861+749.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.55% | 150.76%-119.2pp | 115.59%-84.0pp | 345.32%-313.8pp |
| Employer contribution / active EE | $20,618 | $6,371+223.6% | $5,614+267.3% | $4,762+332.9% |
| Participant deferral / active EE | $6,250 | $8,034-22.2% | $7,298-14.4% | $5,850+6.8% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |