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 5-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 | $4,714,988 | $177,572+2555.3% | $154,803+2945.8% | $142,382+3211.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.51% | 65.07%-38.6pp | 58.88%-32.4pp | 217.08%-190.6pp |
| Employer contribution / active EE | $4,250 | $4,810-11.7% | $4,305-1.3% | $4,299-1.1% |
| Participant deferral / active EE | $23,625 | $6,272+276.7% | $5,540+326.4% | $6,507+263.1% |
| Admin fee / account holder | $196 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |