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 8-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 | $878,511 | $96,635+809.1% | $86,612+914.3% | $139,434+530.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 38.12% | 106.41%-68.3pp | 591.07%-552.9pp | 372.94%-334.8pp |
| Employer contribution / active EE | $16,434 | $3,263+403.6% | $3,022+443.7% | $4,751+245.9% |
| Participant deferral / active EE | $9,900 | $4,836+104.7% | $4,438+123.1% | $6,710+47.5% |
| Admin fee / account holder | $30 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |