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 | $582,926 | $176,056+231.1% | $159,436+265.6% | $167,490+248.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 118.05% | 331.75%-213.7pp | 263.57%-145.5pp | 478.56%-360.5pp |
| Employer contribution / active EE | $10,486 | $5,297+98.0% | $4,829+117.1% | $4,837+116.8% |
| Participant deferral / active EE | $10,182 | $7,750+31.4% | $7,352+38.5% | $6,341+60.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |