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 | $738,887 | $214,378+244.7% | $200,582+268.4% | $142,382+418.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 13.04% | 46.41%-33.4pp | 42.33%-29.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $15,242 | $6,841+122.8% | $6,419+137.5% | $4,299+254.5% |
| Participant deferral / active EE | $15,895 | $9,865+61.1% | $9,331+70.3% | $6,507+144.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |