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 | $996,775 | $177,572+461.3% | $154,803+543.9% | $142,382+600.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.73% | 65.07%-50.3pp | 58.88%-44.2pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,946 | $4,810-18.0% | $4,305-8.3% | $4,299-8.2% |
| Participant deferral / active EE | $9,049 | $6,272+44.3% | $5,540+63.3% | $6,507+39.1% |
| Admin fee / account holder | $15 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |