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 | $663,360 | $71,829+823.5% | $69,780+850.6% | $142,382+365.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 21.05% | 31.01%-10.0pp | 26.31%-5.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $30,459 | $4,385+594.6% | $4,168+630.8% | $4,299+608.5% |
| Participant deferral / active EE | $23,500 | $6,819+244.6% | $6,164+281.2% | $6,507+261.1% |
| Admin fee / account holder | $0 | $7,818-100.0% | $7,285-100.0% | $12,624-100.0% |