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 | $893,585 | $159,901+458.8% | $146,958+508.1% | $145,922+512.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 17.08% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $30,326 | $5,286+473.7% | $4,933+514.8% | $4,660+550.8% |
| Participant deferral / active EE | $13,035 | $8,428+54.7% | $8,070+61.5% | $6,688+94.9% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |