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 | $595,362 | $95,416+524.0% | $185,823+220.4% | $85,850+593.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.59% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-302.9pp |
| Employer contribution / active EE | $22,305 | $3,314+573.1% | $5,167+331.7% | $2,565+769.6% |
| Participant deferral / active EE | $12,772 | $3,423+273.1% | $5,568+129.4% | $3,952+223.2% |
| Admin fee / account holder | $104 | $7,213-98.6% | $16,237-99.4% | $6,260-98.3% |