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 | $456,697 | $183,519+148.9% | $155,509+193.7% | $145,922+213.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.51% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $12,548 | $5,313+136.2% | $4,672+168.6% | $4,660+169.3% |
| Participant deferral / active EE | $13,115 | $6,462+102.9% | $5,626+133.1% | $6,688+96.1% |
| Admin fee / account holder | $200 | $19,313-99.0% | $15,912-98.7% | $13,397-98.5% |