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 | $815,731 | $95,266+756.3% | $82,389+890.1% | $142,382+472.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.71% | 25.74%-10.0pp | 28.67%-13.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,408 | $2,991+13.9% | $2,517+35.4% | $4,299-20.7% |
| Participant deferral / active EE | $10,800 | $4,809+124.6% | $4,155+160.0% | $6,507+66.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |