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 | $560,439 | $162,781+244.3% | $133,956+318.4% | $158,922+252.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 87.05% | 41.94%+45.1pp | 45.09%+42.0pp | 302.83%-215.8pp |
| Employer contribution / active EE | $13,000 | $4,975+161.3% | $3,919+231.8% | $4,761+173.0% |
| Participant deferral / active EE | $13,600 | $5,911+130.1% | $5,048+169.4% | $5,982+127.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |