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 | $650,645 | $114,047+470.5% | $96,139+576.8% | $167,490+288.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.42% | 189.88%-180.5pp | 191.94%-182.5pp | 478.56%-469.1pp |
| Employer contribution / active EE | $25,320 | $3,427+638.9% | $2,797+805.3% | $4,837+423.4% |
| Participant deferral / active EE | $17,333 | $5,194+233.7% | $4,349+298.6% | $6,341+173.3% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |