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 | $520,232 | $232,540+123.7% | $185,117+181.0% | $147,584+252.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.53% | 43.03%-22.5pp | 40.50%-20.0pp | 578.55%-558.0pp |
| Employer contribution / active EE | $17,763 | $5,195+241.9% | $4,182+324.8% | $4,876+264.3% |
| Participant deferral / active EE | $18,654 | $5,834+219.8% | $5,045+269.8% | $5,439+243.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |