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 | $640,704 | $165,335+287.5% | $149,696+328.0% | $158,922+303.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.95% | 348.15%-310.2pp | 276.60%-238.7pp | 302.83%-264.9pp |
| Employer contribution / active EE | $2,925 | $5,103-42.7% | $4,644-37.0% | $4,761-38.6% |
| Participant deferral / active EE | $11,625 | $7,181+61.9% | $6,842+69.9% | $5,982+94.3% |
| Admin fee / account holder | $56 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |