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 | $736,189 | $201,272+265.8% | $184,203+299.7% | $145,922+404.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.78% | 29.00%-19.2pp | 28.81%-19.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $23,118 | $7,022+229.2% | $6,427+259.7% | $4,660+396.1% |
| Participant deferral / active EE | $12,544 | $9,806+27.9% | $9,131+37.4% | $6,688+87.6% |
| Admin fee / account holder | $24 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |