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 | $596,082 | $179,726+231.7% | $156,263+281.5% | $142,382+318.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.27% | 77.86%-58.6pp | 59.47%-40.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $52,154 | $5,069+928.8% | $4,333+1103.6% | $4,299+1113.1% |
| Participant deferral / active EE | $18,123 | $6,956+160.5% | $6,158+194.3% | $6,507+178.5% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |