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 | $548,323 | $183,519+198.8% | $155,509+252.6% | $145,922+275.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 37.45% | 61.17%-23.7pp | 64.67%-27.2pp | 561.29%-523.8pp |
| Employer contribution / active EE | $9,814 | $5,313+84.7% | $4,672+110.0% | $4,660+110.6% |
| Participant deferral / active EE | $6,100 | $6,462-5.6% | $5,626+8.4% | $6,688-8.8% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |