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 | $1,611,471 | $183,963+776.0% | $162,163+893.7% | $152,861+954.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.04% | 150.76%-133.7pp | 115.59%-98.5pp | 345.32%-328.3pp |
| Employer contribution / active EE | $9,906 | $6,371+55.5% | $5,614+76.5% | $4,762+108.0% |
| Participant deferral / active EE | $19,640 | $8,034+144.5% | $7,298+169.1% | $5,850+235.7% |
| Admin fee / account holder | $74 | $13,121-99.4% | $10,843-99.3% | $11,596-99.4% |