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 | $4,458,911 | $198,466+2146.7% | $170,442+2516.1% | $147,584+2921.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.89% | 257.29%-242.4pp | 205.93%-191.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $22,859 | $6,184+269.7% | $5,433+320.8% | $4,876+368.8% |
| Participant deferral / active EE | $21,240 | $5,629+277.3% | $4,939+330.0% | $5,439+290.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |