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 | $892,685 | $197,591+351.8% | $177,821+402.0% | $158,922+461.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 82.67% | 58.76%+23.9pp | 48.32%+34.4pp | 302.83%-220.2pp |
| Employer contribution / active EE | $6,272 | $6,697-6.4% | $5,918+6.0% | $4,761+31.7% |
| Participant deferral / active EE | $11,902 | $8,405+41.6% | $7,714+54.3% | $5,982+99.0% |
| Admin fee / account holder | $12 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |