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 | $889,613 | $85,022+946.3% | $70,515+1161.6% | $139,434+538.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 293.80% | 30.38%+263.4pp | 32.77%+261.0pp | 372.94%-79.1pp |
| Employer contribution / active EE | $25,000 | $3,909+539.6% | $2,973+740.8% | $4,751+426.2% |
| Participant deferral / active EE | $13,125 | $5,890+122.8% | $4,567+187.4% | $6,710+95.6% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |