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 | $573,466 | $133,922+328.2% | $116,228+393.4% | $142,382+302.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.62% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,387 | $3,446-30.7% | $2,994-20.3% | $4,299-44.5% |
| Participant deferral / active EE | $11,168 | $5,672+96.9% | $4,953+125.5% | $6,507+71.6% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |