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 | $830,303 | $157,256+428.0% | $141,162+488.2% | $152,861+443.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.16% | 64.32%-41.2pp | 71.39%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $7,451 | $5,261+41.6% | $4,735+57.4% | $4,762+56.5% |
| Participant deferral / active EE | $15,500 | $7,109+118.0% | $6,709+131.0% | $5,850+165.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |