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 | $426,532 | $209,832+103.3% | $189,513+125.1% | $167,490+154.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.73% | 748.27%-731.5pp | 555.15%-538.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $9,416 | $6,914+36.2% | $6,162+52.8% | $4,837+94.6% |
| Participant deferral / active EE | $18,107 | $8,935+102.7% | $8,221+120.3% | $6,341+185.6% |
| Admin fee / account holder | $42 | $14,293-99.7% | $12,045-99.7% | $12,309-99.7% |