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 | $1,331,865 | $201,272+561.7% | $184,203+623.0% | $145,922+812.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.45% | 29.00%-18.6pp | 28.81%-18.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $46,500 | $7,022+562.2% | $6,427+623.5% | $4,660+897.9% |
| Participant deferral / active EE | $30,000 | $9,806+205.9% | $9,131+228.5% | $6,688+348.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |