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 | $571,979 | $110,809+416.2% | $86,874+558.4% | $167,490+241.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.86% | 116.98%-101.1pp | 63.52%-47.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $16,259 | $3,244+401.2% | $2,495+551.5% | $4,837+236.1% |
| Participant deferral / active EE | $9,090 | $4,546+100.0% | $3,699+145.7% | $6,341+43.4% |
| Admin fee / account holder | $33 | $8,415-99.6% | $5,828-99.4% | $12,309-99.7% |