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 5-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 | $552,498 | $159,901+245.5% | $146,958+276.0% | $145,922+278.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.27% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $18,471 | $5,286+249.4% | $4,933+274.4% | $4,660+296.4% |
| Participant deferral / active EE | $20,867 | $8,428+147.6% | $8,070+158.6% | $6,688+212.0% |
| Admin fee / account holder | $25 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |