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 | $634,779 | $202,318+213.8% | $172,739+267.5% | $152,861+315.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.15% | 1029.65%-1013.5pp | 802.84%-786.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $3,003 | $5,856-48.7% | $5,143-41.6% | $4,762-36.9% |
| Participant deferral / active EE | $10,327 | $5,948+73.6% | $5,198+98.7% | $5,850+76.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |