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 | $1,197,539 | $150,187+697.4% | $120,354+895.0% | $145,922+720.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.71% | 154.07%-133.4pp | 107.15%-86.4pp | 561.29%-540.6pp |
| Employer contribution / active EE | $61,500 | $4,348+1314.5% | $3,463+1676.1% | $4,660+1219.9% |
| Participant deferral / active EE | $30,500 | $6,173+394.1% | $4,991+511.1% | $6,688+356.1% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |