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 | $408,906 | $209,832+94.9% | $189,513+115.8% | $167,490+144.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.04% | 748.27%-720.2pp | 555.15%-527.1pp | 478.56%-450.5pp |
| Employer contribution / active EE | $7,904 | $6,914+14.3% | $6,162+28.3% | $4,837+63.4% |
| Participant deferral / active EE | $22,100 | $8,935+147.3% | $8,221+168.8% | $6,341+248.5% |
| Admin fee / account holder | $84 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |