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 | $645,251 | $209,832+207.5% | $189,513+240.5% | $167,490+285.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.04% | 748.27%-737.2pp | 555.15%-544.1pp | 478.56%-467.5pp |
| Employer contribution / active EE | $18,296 | $6,914+164.6% | $6,162+196.9% | $4,837+278.2% |
| Participant deferral / active EE | $16,394 | $8,935+83.5% | $8,221+99.4% | $6,341+158.5% |
| Admin fee / account holder | $51 | $14,293-99.6% | $12,045-99.6% | $12,309-99.6% |