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 | $570,668 | $138,065+313.3% | $123,544+361.9% | $135,375+321.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.54% | 153.68%-144.1pp | 119.20%-109.7pp | 519.73%-510.2pp |
| Employer contribution / active EE | $3,669 | $5,151-28.8% | $4,628-20.7% | $4,779-23.2% |
| Participant deferral / active EE | $11,653 | $6,799+71.4% | $6,426+81.3% | $5,609+107.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |