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 | $644,680 | $88,751+626.4% | $81,812+688.0% | $145,922+341.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.96% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $14,876 | $3,083+382.5% | $2,912+410.8% | $4,660+219.3% |
| Participant deferral / active EE | $12,188 | $4,643+162.5% | $4,319+182.2% | $6,688+82.2% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |