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 | $748,971 | $209,832+256.9% | $189,513+295.2% | $167,490+347.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 23.57% | 748.27%-724.7pp | 555.15%-531.6pp | 478.56%-455.0pp |
| Employer contribution / active EE | $14,352 | $6,914+107.6% | $6,162+132.9% | $4,837+196.7% |
| Participant deferral / active EE | $16,720 | $8,935+87.1% | $8,221+103.4% | $6,341+163.7% |
| Admin fee / account holder | $203 | $14,293-98.6% | $12,045-98.3% | $12,309-98.4% |