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 | $597,178 | $180,028+231.7% | $138,135+332.3% | $158,922+275.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.96% | 21.68%-8.7pp | 20.51%-7.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,797 | $7,470-75.9% | $5,587-67.8% | $4,761-62.3% |
| Participant deferral / active EE | $14,640 | $7,717+89.7% | $6,431+127.6% | $5,982+144.7% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |