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 6-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 | $630,340 | $217,402+189.9% | $185,823+239.2% | $167,490+276.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.18% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $25,586 | $5,873+335.6% | $5,167+395.1% | $4,837+428.9% |
| Participant deferral / active EE | $16,040 | $6,356+152.3% | $5,568+188.1% | $6,341+152.9% |
| Admin fee / account holder | $176 | $19,811-99.1% | $16,237-98.9% | $12,309-98.6% |