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 | $1,627,081 | $159,602+919.5% | $150,045+984.4% | $142,382+1042.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 892.39% | 70.24%+822.2pp | 62.55%+829.8pp | 217.08%+675.3pp |
| Employer contribution / active EE | $25,771 | $4,961+419.5% | $4,693+449.1% | $4,299+499.4% |
| Participant deferral / active EE | $32,875 | $8,310+295.6% | $7,997+311.1% | $6,507+405.2% |
| Admin fee / account holder | $83 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |