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 | $662,913 | $180,449+267.4% | $154,107+330.2% | $135,375+389.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.81% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $5,783 | $6,035-4.2% | $5,298+9.2% | $4,779+21.0% |
| Participant deferral / active EE | $6,398 | $5,806+10.2% | $5,081+25.9% | $5,609+14.1% |
| Admin fee / account holder | $24 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |