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 | $441,016 | $181,894+142.5% | $156,549+181.7% | $273,961+61.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 996.60% | 30.74%+965.9pp | 32.23%+964.4pp | 41.45%+955.1pp |
| Employer contribution / active EE | $25,728 | $6,248+311.8% | $5,501+367.7% | $4,869+428.4% |
| Participant deferral / active EE | $25,067 | $5,550+351.7% | $4,871+414.6% | $5,287+374.1% |
| Admin fee / account holder | $90 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |