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 | $885,429 | $176,056+402.9% | $159,436+455.4% | $167,490+428.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.51% | 331.75%-303.2pp | 263.57%-235.1pp | 478.56%-450.0pp |
| Employer contribution / active EE | $2,700 | $5,297-49.0% | $4,829-44.1% | $4,837-44.2% |
| Participant deferral / active EE | $12,300 | $7,750+58.7% | $7,352+67.3% | $6,341+94.0% |
| Admin fee / account holder | $13 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |