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 7-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 | $598,100 | $175,202+241.4% | $149,673+299.6% | $139,434+328.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 150.37% | 166.71%-16.3pp | 134.42%+16.0pp | 372.94%-222.6pp |
| Employer contribution / active EE | $39,250 | $5,474+617.0% | $4,818+714.7% | $4,751+726.2% |
| Participant deferral / active EE | $15,000 | $6,519+130.1% | $5,680+164.1% | $6,710+123.5% |
| Admin fee / account holder | $275 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |