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 | $928,336 | $91,037+919.7% | $71,671+1195.3% | $147,584+529.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.07% | 20.48%-3.4pp | 20.65%-3.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $11,371 | $3,327+241.8% | $2,460+362.3% | $4,876+133.2% |
| Participant deferral / active EE | $2,713 | $4,498-39.7% | $3,438-21.1% | $5,439-50.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |