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 | $850,845 | $217,402+291.4% | $185,823+357.9% | $167,490+408.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.77% | 148.36%-126.6pp | 122.05%-100.3pp | 478.56%-456.8pp |
| Employer contribution / active EE | $18,438 | $5,873+213.9% | $5,167+256.8% | $4,837+281.1% |
| Participant deferral / active EE | $11,613 | $6,356+82.7% | $5,568+108.6% | $6,341+83.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |