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 | $693,708 | $109,327+534.5% | $89,391+676.0% | $158,922+336.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.48% | 345.68%-326.2pp | 245.62%-226.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $24,644 | $3,170+677.5% | $2,586+853.1% | $4,761+417.6% |
| Participant deferral / active EE | $26,000 | $4,598+465.4% | $3,890+568.4% | $5,982+334.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |