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 | $536,809 | $217,402+146.9% | $185,823+188.9% | $167,490+220.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 57.80% | 148.36%-90.6pp | 122.05%-64.2pp | 478.56%-420.8pp |
| Employer contribution / active EE | $25,854 | $5,873+340.2% | $5,167+400.3% | $4,837+434.5% |
| Participant deferral / active EE | $19,404 | $6,356+205.3% | $5,568+248.5% | $6,341+206.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |