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 7-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 | $2,577,636 | $169,032+1424.9% | $129,207+1895.0% | $145,922+1666.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.74% | 14330.11%-14312.4pp | 9417.33%-9399.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $32,759 | $5,537+491.7% | $4,153+688.8% | $4,660+603.0% |
| Participant deferral / active EE | $20,333 | $4,987+307.7% | $4,168+387.9% | $6,688+204.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |