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 | $1,219,582 | $210,648+479.0% | $177,989+585.2% | $145,922+735.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.47% | 385.86%-367.4pp | 294.48%-276.0pp | 561.29%-542.8pp |
| Employer contribution / active EE | $46,000 | $4,565+907.8% | $3,949+1065.0% | $4,660+887.2% |
| Participant deferral / active EE | $23,000 | $6,958+230.6% | $6,276+266.5% | $6,688+243.9% |
| Admin fee / account holder | $100 | $12,013-99.2% | $10,363-99.0% | $13,397-99.3% |