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 | $822,392 | $168,632+387.7% | $147,614+457.1% | $125,391+555.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.51% | 77.65%-80.2pp | 61.98%-64.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $29,242 | $6,252+367.7% | $5,564+425.5% | $4,866+500.9% |
| Participant deferral / active EE | $17,292 | $5,507+214.0% | $4,895+253.2% | $5,352+223.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |