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 | $910,969 | $110,502+724.4% | $80,716+1028.6% | $167,490+443.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 17.65% | 120.54%-102.9pp | 87.28%-69.6pp | 478.56%-460.9pp |
| Employer contribution / active EE | $5,280 | $1,543+242.3% | $1,160+355.2% | $4,837+9.1% |
| Participant deferral / active EE | $5,280 | $2,871+83.9% | $2,146+146.1% | $6,341-16.7% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |