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 | $809,445 | $159,901+406.2% | $146,958+450.8% | $145,922+454.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.92% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $32,501 | $5,286+514.8% | $4,933+558.9% | $4,660+597.5% |
| Participant deferral / active EE | $25,971 | $8,428+208.1% | $8,070+221.8% | $6,688+288.3% |
| Admin fee / account holder | $14 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |