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 | $506,771 | $217,402+133.1% | $185,823+172.7% | $167,490+202.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.13% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $9,785 | $5,873+66.6% | $5,167+89.4% | $4,837+102.3% |
| Participant deferral / active EE | $5,375 | $6,356-15.4% | $5,568-3.5% | $6,341-15.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |