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 | $633,813 | $127,065+398.8% | $113,168+460.1% | $142,382+345.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.60% | 24.03%-7.4pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $28,401 | $3,442+725.1% | $2,975+854.6% | $4,299+560.6% |
| Participant deferral / active EE | $17,436 | $5,716+205.0% | $5,107+241.4% | $6,507+167.9% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |