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 | $485,402 | $198,466+144.6% | $170,442+184.8% | $147,584+228.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.76% | 257.29%-245.5pp | 205.93%-194.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,592 | $6,184-58.1% | $5,433-52.3% | $4,876-46.8% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |