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 | $565,742 | $112,881+401.2% | $90,951+522.0% | $158,922+256.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.72% | 215.79%-194.1pp | 134.60%-112.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $32,076 | $2,893+1008.7% | $2,122+1411.6% | $4,761+573.7% |
| Participant deferral / active EE | $5,489 | $4,128+33.0% | $3,373+62.7% | $5,982-8.2% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |