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 | $881,877 | $176,056+400.9% | $159,436+453.1% | $167,490+426.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.02% | 331.75%-311.7pp | 263.57%-243.6pp | 478.56%-458.5pp |
| Employer contribution / active EE | $12,957 | $5,297+144.6% | $4,829+168.3% | $4,837+167.9% |
| Participant deferral / active EE | $18,228 | $7,750+135.2% | $7,352+147.9% | $6,341+187.5% |
| Admin fee / account holder | $27 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |