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 | $575,415 | $183,519+213.5% | $155,509+270.0% | $145,922+294.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.23% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $18,705 | $5,313+252.1% | $4,672+300.3% | $4,660+301.4% |
| Participant deferral / active EE | $19,385 | $6,462+200.0% | $5,626+244.5% | $6,688+189.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |