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 | $941,942 | $99,020+851.3% | $86,590+987.8% | $147,584+538.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.43% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $18,215 | $3,132+481.6% | $2,839+541.5% | $4,876+273.5% |
| Participant deferral / active EE | $16,781 | $3,972+322.5% | $3,609+365.0% | $5,439+208.5% |
| Admin fee / account holder | $285 | $5,710-95.0% | $4,906-94.2% | $10,885-97.4% |