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 | $453,271 | $74,888+505.3% | $71,209+536.5% | $142,382+218.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.57% | 345.14%-326.6pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $11,807 | $2,854+313.6% | $2,721+333.9% | $4,299+174.6% |
| Participant deferral / active EE | $27,250 | $4,454+511.8% | $4,175+552.7% | $6,507+318.8% |
| Admin fee / account holder | $196 | $5,568-96.5% | $5,349-96.3% | $12,624-98.4% |