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 | $690,904 | $114,381+504.0% | $107,525+542.6% | $142,382+385.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.30% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $5,603 | $4,015+39.6% | $3,754+49.3% | $4,299+30.3% |
| Participant deferral / active EE | $18,559 | $5,564+233.5% | $5,116+262.8% | $6,507+185.2% |
| Admin fee / account holder | $1 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |