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 | $2,485,017 | $159,901+1454.1% | $146,958+1591.0% | $145,922+1603.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.59% | 98.13%-77.5pp | 418.34%-397.7pp | 561.29%-540.7pp |
| Employer contribution / active EE | $35,750 | $5,286+576.3% | $4,933+624.7% | $4,660+667.2% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $93 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |