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 | $682,537 | $152,587+347.3% | $125,175+445.3% | $152,861+346.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.70% | 54.84%-44.1pp | 43.79%-33.1pp | 345.32%-334.6pp |
| Employer contribution / active EE | $12,776 | $4,946+158.3% | $3,865+230.5% | $4,762+168.3% |
| Participant deferral / active EE | $6,364 | $5,868+8.5% | $4,937+28.9% | $5,850+8.8% |
| Admin fee / account holder | $7 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |