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 | $906,986 | $95,416+850.6% | $185,823+388.1% | $85,850+956.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.22% | 23.59%-8.4pp | 122.05%-106.8pp | 318.53%-303.3pp |
| Employer contribution / active EE | $23,210 | $3,314+600.4% | $5,167+349.2% | $2,565+804.8% |
| Participant deferral / active EE | $14,546 | $3,423+324.9% | $5,568+161.2% | $3,952+268.1% |
| Admin fee / account holder | $28 | $7,213-99.6% | $16,237-99.8% | $6,260-99.6% |