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 | $719,306 | $127,386+464.7% | $115,037+525.3% | $125,391+473.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.26% | 31.28%-28.0pp | 26.14%-22.9pp | 282.22%-279.0pp |
| Employer contribution / active EE | $10,600 | $5,166+105.2% | $4,608+130.0% | $4,866+117.8% |
| Participant deferral / active EE | $24,000 | $6,423+273.7% | $6,026+298.2% | $5,352+348.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |