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 7-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 | $1,181,236 | $115,770+920.3% | $101,248+1066.7% | $158,922+643.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 144.14% | 56.14%+88.0pp | 46.47%+97.7pp | 302.83%-158.7pp |
| Employer contribution / active EE | $37,500 | $4,175+798.3% | $3,660+924.7% | $4,761+687.6% |
| Participant deferral / active EE | $26,000 | $4,957+424.5% | $4,370+494.9% | $5,982+334.6% |
| Admin fee / account holder | $103 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |