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 | $1,164,127 | $201,272+478.4% | $184,203+532.0% | $145,922+697.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.51% | 29.00%-10.5pp | 28.81%-10.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $24,846 | $7,022+253.8% | $6,427+286.6% | $4,660+433.2% |
| Participant deferral / active EE | $26,750 | $9,806+172.8% | $9,131+192.9% | $6,688+300.0% |
| Admin fee / account holder | $91 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |