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 | $714,412 | $217,402+228.6% | $185,823+284.5% | $167,490+326.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.35% | 148.36%-126.0pp | 122.05%-99.7pp | 478.56%-456.2pp |
| Employer contribution / active EE | $11,582 | $5,873+97.2% | $5,167+124.1% | $4,837+139.4% |
| Participant deferral / active EE | $2,761 | $6,356-56.6% | $5,568-50.4% | $6,341-56.5% |
| Admin fee / account holder | $207 | $19,811-99.0% | $16,237-98.7% | $12,309-98.3% |