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 | $824,759 | $126,574+551.6% | $106,213+676.5% | $145,922+465.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.28% | 224.79%-206.5pp | 116.14%-97.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,308 | $3,730-11.3% | $3,171+4.3% | $4,660-29.0% |
| Participant deferral / active EE | $16,500 | $5,724+188.3% | $5,016+229.0% | $6,688+146.7% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |