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 | $953,102 | $183,519+419.3% | $155,509+512.9% | $145,922+553.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.12% | 61.17%-41.0pp | 64.67%-44.5pp | 561.29%-541.2pp |
| Employer contribution / active EE | $14,110 | $5,313+165.6% | $4,672+202.0% | $4,660+202.8% |
| Participant deferral / active EE | $14,625 | $6,462+126.3% | $5,626+159.9% | $6,688+118.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |