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 | $1,474,658 | $88,751+1561.6% | $81,812+1702.5% | $145,922+910.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 49.32% | 1025.40%-976.1pp | 773.79%-724.5pp | 561.29%-512.0pp |
| Employer contribution / active EE | $19,972 | $3,083+547.7% | $2,912+585.8% | $4,660+328.6% |
| Participant deferral / active EE | $5,000 | $4,643+7.7% | $4,319+15.8% | $6,688-25.2% |
| Admin fee / account holder | $48 | $8,415-99.4% | $7,386-99.4% | $13,397-99.6% |