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 | $519,091 | $74,888+593.2% | $71,209+629.0% | $142,382+264.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 30.75% | 345.14%-314.4pp | 282.51%-251.8pp | 217.08%-186.3pp |
| Employer contribution / active EE | $20,485 | $2,854+617.7% | $2,721+652.9% | $4,299+376.5% |
| Participant deferral / active EE | $12,400 | $4,454+178.4% | $4,175+197.0% | $6,507+90.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |