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 | $450,653 | $209,411+115.2% | $178,490+152.5% | $158,922+183.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.55% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,656 | $5,706-18.4% | $5,011-7.1% | $4,761-2.2% |
| Participant deferral / active EE | $6,742 | $5,954+13.2% | $5,202+29.6% | $5,982+12.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |