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 | $698,312 | $83,902+732.3% | $167,512+316.9% | $84,808+723.4% |
| Participation rate | 81.6% | 66.5%+15.1pp | 77.1%+4.5pp | 68.3%+13.3pp |
| Annual return | 15.52% | 91.55%-76.0pp | 1615.79%-1600.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,336 | $4,442+267.7% | $6,405+155.1% | $4,212+287.9% |
| Admin fee / account holder | $13 | $7,915-99.8% | $9,769-99.9% | $7,344-99.8% |