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 | $1,153,136 | $185,822+520.6% | $169,993+578.3% | $139,434+727.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.62% | 60.50%-35.9pp | 53.37%-28.8pp | 372.94%-348.3pp |
| Employer contribution / active EE | $42,324 | $7,590+457.6% | $6,785+523.8% | $4,751+790.9% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $16 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |