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 | $595,672 | $105,998+462.0% | $92,233+545.8% | $147,584+303.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.88% | 50.05%-32.2pp | 176.28%-158.4pp | 578.55%-560.7pp |
| Employer contribution / active EE | $11,919 | $4,333+175.1% | $3,679+223.9% | $4,876+144.4% |
| Participant deferral / active EE | $11,270 | $4,478+151.7% | $3,897+189.2% | $5,439+107.2% |
| Admin fee / account holder | $1 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |