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 | $565,450 | $104,974+438.7% | $95,585+491.6% | $142,382+297.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.38% | 210.33%-195.9pp | 38.56%-24.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $20,880 | $2,779+651.5% | $2,527+726.4% | $4,299+385.7% |
| Participant deferral / active EE | $14,085 | $4,352+223.6% | $4,023+250.1% | $6,507+116.5% |
| Admin fee / account holder | $89 | $6,386-98.6% | $6,127-98.6% | $12,624-99.3% |