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 7-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 | $681,369 | $158,398+330.2% | $126,539+438.5% | $142,382+378.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.21% | 593.76%-571.6pp | 425.95%-403.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $27,101 | $4,650+482.8% | $3,674+637.6% | $4,299+530.4% |
| Participant deferral / active EE | $18,584 | $4,767+289.9% | $4,083+355.2% | $6,507+185.6% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |