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 | $819,264 | $114,381+616.3% | $107,525+661.9% | $142,382+475.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 56.64% | 242.71%-186.1pp | 181.32%-124.7pp | 217.08%-160.4pp |
| Employer contribution / active EE | $30,441 | $4,015+658.2% | $3,754+711.0% | $4,299+608.1% |
| Participant deferral / active EE | $3,066 | $5,564-44.9% | $5,116-40.1% | $6,507-52.9% |
| Admin fee / account holder | $80 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |