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 | $573,981 | $96,635+494.0% | $86,612+562.7% | $139,434+311.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.50% | 106.41%-91.9pp | 591.07%-576.6pp | 372.94%-358.4pp |
| Employer contribution / active EE | $8,499 | $3,263+160.5% | $3,022+181.2% | $4,751+78.9% |
| Participant deferral / active EE | $11,187 | $4,836+131.3% | $4,438+152.1% | $6,710+66.7% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |