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 | $539,385 | $138,044+290.7% | $125,339+330.3% | $134,475+301.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.81% | 750.33%-746.5pp | 572.05%-568.2pp | 417.96%-414.2pp |
| Employer contribution / active EE | $38,520 | $5,243+634.6% | $4,814+700.2% | $4,740+712.7% |
| Participant deferral / active EE | $20,500 | $7,799+162.9% | $7,446+175.3% | $6,400+220.3% |
| Admin fee / account holder | $193 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |