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 | $623,715 | $165,335+277.2% | $149,696+316.7% | $158,922+292.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.08% | 348.15%-329.1pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $16,744 | $5,103+228.1% | $4,644+260.5% | $4,761+251.7% |
| Participant deferral / active EE | $16,044 | $7,181+123.4% | $6,842+134.5% | $5,982+168.2% |
| Admin fee / account holder | $155 | $10,807-98.6% | $9,309-98.3% | $11,246-98.6% |