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 | $634,237 | $159,602+297.4% | $150,045+322.7% | $142,382+345.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.67% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $20,014 | $4,961+303.5% | $4,693+326.4% | $4,299+365.5% |
| Participant deferral / active EE | $16,400 | $8,310+97.3% | $7,997+105.1% | $6,507+152.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |