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 | $799,124 | $202,318+295.0% | $172,739+362.6% | $152,861+422.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.87% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.4pp |
| Employer contribution / active EE | $5,825 | $5,856-0.5% | $5,143+13.3% | $4,762+22.3% |
| Participant deferral / active EE | $6,513 | $5,948+9.5% | $5,198+25.3% | $5,850+11.3% |
| Admin fee / account holder | $12 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |