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 | $511,678 | $70,756+623.2% | $65,493+681.3% | $142,382+259.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.66% | 1754.89%-1741.2pp | 982.45%-968.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,805 | $2,881+32.1% | $2,574+47.8% | $4,299-11.5% |
| Participant deferral / active EE | $29,923 | $4,637+545.3% | $3,961+655.4% | $6,507+359.8% |
| Admin fee / account holder | $68 | $6,559-99.0% | $5,028-98.6% | $12,624-99.5% |