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 | $553,073 | $214,378+158.0% | $200,582+175.7% | $142,382+288.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.61% | 46.41%-29.8pp | 42.33%-25.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $21,146 | $6,841+209.1% | $6,419+229.4% | $4,299+391.9% |
| Participant deferral / active EE | $24,936 | $9,865+152.8% | $9,331+167.2% | $6,507+283.2% |
| Admin fee / account holder | $230 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |