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 | $813,041 | $198,466+309.7% | $170,442+377.0% | $147,584+450.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.74% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $23,778 | $6,184+284.5% | $5,433+337.7% | $4,876+387.6% |
| Participant deferral / active EE | $13,321 | $5,629+136.6% | $4,939+169.7% | $5,439+144.9% |
| Admin fee / account holder | $54 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |