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 | $1,310,193 | $159,602+720.9% | $150,045+773.2% | $142,382+820.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 87.11% | 70.24%+16.9pp | 62.55%+24.6pp | 217.08%-130.0pp |
| Employer contribution / active EE | $13,682 | $4,961+175.8% | $4,693+191.5% | $4,299+218.3% |
| Participant deferral / active EE | $9,475 | $8,310+14.0% | $7,997+18.5% | $6,507+45.6% |
| Admin fee / account holder | $8 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |