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 | $568,381 | $175,202+224.4% | $149,673+279.7% | $139,434+307.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 46.16% | 166.71%-120.6pp | 134.42%-88.3pp | 372.94%-326.8pp |
| Employer contribution / active EE | $2,630 | $5,474-52.0% | $4,818-45.4% | $4,751-44.7% |
| Participant deferral / active EE | $10,440 | $6,519+60.2% | $5,680+83.8% | $6,710+55.6% |
| Admin fee / account holder | $15 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |