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 | $1,843,959 | $175,202+952.5% | $149,673+1132.0% | $139,434+1222.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.39% | 166.71%-137.3pp | 134.42%-105.0pp | 372.94%-343.6pp |
| Employer contribution / active EE | $56,933 | $5,474+940.0% | $4,818+1081.8% | $4,751+1098.4% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $73 | $16,150-99.5% | $13,210-99.4% | $11,403-99.4% |