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 | $565,199 | $109,327+417.0% | $89,391+532.3% | $158,922+255.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.55% | 345.68%-336.1pp | 245.62%-236.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $4,400 | $3,170+38.8% | $2,586+70.2% | $4,761-7.6% |
| Participant deferral / active EE | $25,000 | $4,598+443.7% | $3,890+542.7% | $5,982+317.9% |
| Admin fee / account holder | $52 | $6,153-99.2% | $4,881-98.9% | $11,246-99.5% |