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 | $617,062 | $150,440+310.2% | $136,294+352.7% | $147,584+318.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.39% | 1049.08%-1022.7pp | 5155.94%-5129.5pp | 578.55%-552.2pp |
| Employer contribution / active EE | $32,333 | $5,256+515.2% | $4,695+588.6% | $4,876+563.1% |
| Participant deferral / active EE | $14,400 | $6,630+117.2% | $6,247+130.5% | $5,439+164.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |