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 | $455,513 | $183,963+147.6% | $162,163+180.9% | $152,861+198.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.06% | 150.76%-133.7pp | 115.59%-98.5pp | 345.32%-328.3pp |
| Employer contribution / active EE | $13,953 | $6,371+119.0% | $5,614+148.6% | $4,762+193.0% |
| Participant deferral / active EE | $15,817 | $8,034+96.9% | $7,298+116.7% | $5,850+170.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |