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 | $561,690 | $148,534+278.2% | $135,903+313.3% | $139,434+302.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.55% | 79.19%-57.6pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $20,980 | $5,243+300.2% | $4,856+332.0% | $4,751+341.6% |
| Participant deferral / active EE | $15,230 | $8,100+88.0% | $7,758+96.3% | $6,710+127.0% |
| Admin fee / account holder | $120 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |