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 | $668,307 | $197,591+238.2% | $177,821+275.8% | $158,922+320.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.51% | 58.76%-42.2pp | 48.32%-31.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $24,300 | $6,697+262.8% | $5,918+310.6% | $4,761+410.4% |
| Participant deferral / active EE | $17,367 | $8,405+106.6% | $7,714+125.1% | $5,982+190.3% |
| Admin fee / account holder | $54 | $15,399-99.6% | $12,427-99.6% | $11,246-99.5% |