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 | $489,407 | $124,185+294.1% | $108,410+351.4% | $167,490+192.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.13% | 1379.64%-1366.5pp | 905.27%-892.1pp | 478.56%-465.4pp |
| Employer contribution / active EE | $22,690 | $4,187+442.0% | $3,558+537.6% | $4,837+369.0% |
| Participant deferral / active EE | $13,000 | $6,908+88.2% | $6,563+98.1% | $6,341+105.0% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |