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 | $663,168 | $172,478+284.5% | $145,661+355.3% | $142,382+365.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 12.31% | 151.09%-138.8pp | 101.46%-89.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $5,475 | $4,899+11.8% | $4,238+29.2% | $4,299+27.4% |
| Participant deferral / active EE | $28,650 | $8,348+243.2% | $7,198+298.0% | $6,507+340.3% |
| Admin fee / account holder | -$2,089 | $16,864-112.4% | $12,466-116.8% | $12,624-116.5% |