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 | $570,912 | $95,266+499.3% | $82,389+593.0% | $142,382+301.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.00% | 25.74%-8.7pp | 28.67%-11.7pp | 217.08%-200.1pp |
| Employer contribution / active EE | $15,000 | $2,991+401.5% | $2,517+495.9% | $4,299+248.9% |
| Participant deferral / active EE | $26,750 | $4,809+456.3% | $4,155+543.9% | $6,507+311.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |