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 | $627,231 | $105,181+496.3% | $159,436+293.4% | $85,850+630.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 26.51% | 45.07%-18.6pp | 263.57%-237.1pp | 318.53%-292.0pp |
| Employer contribution / active EE | $14,634 | $3,318+341.0% | $4,829+203.0% | $2,565+470.5% |
| Participant deferral / active EE | $15,401 | $5,945+159.1% | $7,352+109.5% | $3,952+289.7% |
| Admin fee / account holder | $7 | $6,933-99.9% | $10,799-99.9% | $6,260-99.9% |