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 9-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 | $468,640 | $209,832+123.3% | $189,513+147.3% | $167,490+179.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.74% | 748.27%-730.5pp | 555.15%-537.4pp | 478.56%-460.8pp |
| Employer contribution / active EE | $4,593 | $6,914-33.6% | $6,162-25.5% | $4,837-5.1% |
| Participant deferral / active EE | $12,103 | $8,935+35.5% | $8,221+47.2% | $6,341+90.9% |
| Admin fee / account holder | $82 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |