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 | $667,307 | $183,519+263.6% | $155,509+329.1% | $145,922+357.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.58% | 61.17%-37.6pp | 64.67%-41.1pp | 561.29%-537.7pp |
| Employer contribution / active EE | $11,209 | $5,313+111.0% | $4,672+139.9% | $4,660+140.6% |
| Participant deferral / active EE | $10,167 | $6,462+57.3% | $5,626+80.7% | $6,688+52.0% |
| Admin fee / account holder | $129 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |