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 | $600,743 | $185,822+223.3% | $169,993+253.4% | $139,434+330.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.67% | 60.50%-39.8pp | 53.37%-32.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $18,471 | $7,590+143.4% | $6,785+172.2% | $4,751+288.8% |
| Participant deferral / active EE | $15,259 | $11,622+31.3% | $10,408+46.6% | $6,710+127.4% |
| Admin fee / account holder | $15 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |