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 | $753,546 | $106,890+605.0% | $84,015+796.9% | $152,861+393.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.52% | 104.99%-88.5pp | 71.31%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $12,500 | $2,734+357.2% | $1,983+530.2% | $4,762+162.5% |
| Participant deferral / active EE | $25,000 | $4,011+523.2% | $3,239+671.9% | $5,850+327.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |