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 | $573,646 | $91,037+530.1% | $71,671+700.4% | $147,584+288.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.60% | 20.48%-3.9pp | 20.65%-4.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,806 | $3,327-45.7% | $2,460-26.6% | $4,876-63.0% |
| Participant deferral / active EE | $19,200 | $4,498+326.8% | $3,438+458.5% | $5,439+253.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |