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 | $1,144,145 | $209,832+445.3% | $189,513+503.7% | $167,490+583.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.68% | 748.27%-731.6pp | 555.15%-538.5pp | 478.56%-461.9pp |
| Employer contribution / active EE | $21,375 | $6,914+209.2% | $6,162+246.9% | $4,837+341.9% |
| Participant deferral / active EE | $14,500 | $8,935+62.3% | $8,221+76.4% | $6,341+128.7% |
| Admin fee / account holder | $28 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |