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 | $476,777 | $159,901+198.2% | $146,958+224.4% | $145,922+226.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $30,146 | $5,286+470.3% | $4,933+511.1% | $4,660+547.0% |
| Participant deferral / active EE | $22,272 | $8,428+164.3% | $8,070+176.0% | $6,688+233.0% |
| Admin fee / account holder | $124 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |