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 8-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 | $1,083,979 | $180,449+500.7% | $154,107+603.4% | $135,375+700.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.54% | 888.09%-886.6pp | 735.12%-733.6pp | 519.73%-518.2pp |
| Employer contribution / active EE | $18,864 | $6,035+212.6% | $5,298+256.1% | $4,779+294.7% |
| Participant deferral / active EE | $13,155 | $5,806+126.6% | $5,081+158.9% | $5,609+134.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |