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 | $650,942 | $228,332+185.1% | $185,823+250.3% | $158,922+309.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.07% | 40.80%-33.7pp | 35.95%-28.9pp | 302.83%-295.8pp |
| Employer contribution / active EE | $3,081 | $4,967-38.0% | $4,087-24.6% | $4,761-35.3% |
| Participant deferral / active EE | $25,500 | $6,415+297.5% | $5,632+352.8% | $5,982+326.3% |
| Admin fee / account holder | $50 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |