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 | $1,223,226 | $165,335+639.8% | $149,696+717.1% | $158,922+669.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.05% | 348.15%-325.1pp | 276.60%-253.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $9,892 | $5,103+93.9% | $4,644+113.0% | $4,761+107.8% |
| Participant deferral / active EE | $11,917 | $7,181+65.9% | $6,842+74.2% | $5,982+99.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |