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 | $490,414 | $159,901+206.7% | $146,958+233.7% | $145,922+236.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 14.02% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $9,173 | $5,286+73.5% | $4,933+86.0% | $4,660+96.9% |
| Participant deferral / active EE | $17,685 | $8,428+109.8% | $8,070+119.2% | $6,688+164.4% |
| Admin fee / account holder | $270 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |