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 | $665,381 | $117,983+464.0% | $101,794+553.7% | $142,382+367.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.30% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $10,850 | $2,773+291.3% | $2,289+374.0% | $4,299+152.4% |
| Participant deferral / active EE | $17,435 | $4,714+269.9% | $4,084+326.9% | $6,507+167.9% |
| Admin fee / account holder | $56 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |