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 | $8,824,140 | $138,065+6291.3% | $123,544+7042.5% | $135,375+6418.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.09% | 153.68%-144.6pp | 119.20%-110.1pp | 519.73%-510.6pp |
| Employer contribution / active EE | $12,841 | $5,151+149.3% | $4,628+177.5% | $4,779+168.7% |
| Participant deferral / active EE | $9,854 | $6,799+44.9% | $6,426+53.4% | $5,609+75.7% |
| Admin fee / account holder | $221 | $10,916-98.0% | $9,284-97.6% | $10,827-98.0% |