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 | $942,719 | $115,882+713.5% | $100,516+837.9% | $158,922+493.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.28% | 34.79%-13.5pp | 30.89%-9.6pp | 302.83%-281.5pp |
| Employer contribution / active EE | $19,037 | $4,103+364.0% | $3,418+457.1% | $4,761+299.8% |
| Participant deferral / active EE | $17,433 | $6,674+161.2% | $6,270+178.0% | $5,982+191.4% |
| Admin fee / account holder | $117 | $10,995-98.9% | $8,081-98.6% | $11,246-99.0% |