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 | $616,617 | $94,338+553.6% | $100,534+513.3% | $142,382+333.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 20.50% | 29.20%-8.7pp | 32.66%-12.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $15,533 | $4,237+266.6% | $4,346+257.4% | $4,299+261.3% |
| Participant deferral / active EE | $26,000 | $5,934+338.1% | $6,144+323.2% | $6,507+299.6% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |