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 | $470,149 | $92,703+407.2% | $82,719+468.4% | $134,475+249.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 18.08% | 944.92%-926.8pp | 701.18%-683.1pp | 417.96%-399.9pp |
| Employer contribution / active EE | $1,366 | $3,274-58.3% | $3,009-54.6% | $4,740-71.2% |
| Participant deferral / active EE | $2,282 | $4,802-52.5% | $4,395-48.1% | $6,400-64.3% |
| Admin fee / account holder | $12 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |