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 | $792,911 | $102,604+672.8% | $86,188+820.0% | $139,434+468.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.78% | 1922.51%-1913.7pp | 1168.45%-1159.7pp | 372.94%-364.2pp |
| Employer contribution / active EE | $4,122 | $3,032+35.9% | $2,380+73.2% | $4,751-13.2% |
| Participant deferral / active EE | $15,660 | $4,676+234.9% | $3,985+292.9% | $6,710+133.4% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |