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 | $512,435 | $106,515+381.1% | $96,683+430.0% | $139,434+267.5% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 22.88% | 38.43%-15.5pp | 35.69%-12.8pp | 372.94%-350.1pp |
| Employer contribution / active EE | $18,489 | $4,103+350.7% | $3,737+394.8% | $4,751+289.2% |
| Participant deferral / active EE | $11,006 | $5,454+101.8% | $4,878+125.6% | $6,710+64.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |