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 | $835,706 | $84,527+888.7% | $67,711+1134.2% | $125,391+566.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 2.35% | 2.57%-0.2pp | 25.41%-23.1pp | 282.22%-279.9pp |
| Employer contribution / active EE | $5,706 | $3,292+73.3% | $2,559+123.0% | $4,866+17.3% |
| Participant deferral / active EE | $24,000 | $4,429+441.8% | $3,585+569.5% | $5,352+348.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |