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 | $1,122,359 | $192,717+482.4% | $142,449+687.9% | $139,434+704.9% |
| Participation rate | 75.0% | 81.5%-6.5pp | 76.8%-1.8pp | 80.3%-5.3pp |
| Annual return | 20.10% | 17.99%+2.1pp | 19.99%+0.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,000 | $7,208-16.8% | $6,283-4.5% | $6,710-10.6% |
| Admin fee / account holder | $4 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |