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 | $582,157 | $100,773+477.7% | $88,946+554.5% | $142,382+308.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.44% | 70.18%-55.7pp | 57.82%-43.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,300 | $2,918-21.2% | $2,555-10.0% | $4,299-46.5% |
| Participant deferral / active EE | $17,290 | $5,230+230.6% | $4,581+277.4% | $6,507+165.7% |
| Admin fee / account holder | $60 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |