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 | $480,817 | $135,635+254.5% | $110,238+336.2% | $135,375+255.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 15.92% | 513.19%-497.3pp | 314.74%-298.8pp | 519.73%-503.8pp |
| Employer contribution / active EE | $0 | $4,906-100.0% | $3,826-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,751 | $5,506+4.4% | $4,672+23.1% | $5,609+2.5% |
| Admin fee / account holder | $28 | $11,457-99.8% | $8,547-99.7% | $10,827-99.7% |