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 | $820,958 | $183,963+346.3% | $162,163+406.3% | $152,861+437.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.41% | 150.76%-127.4pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $23,097 | $6,371+262.6% | $5,614+311.4% | $4,762+385.0% |
| Participant deferral / active EE | $14,533 | $8,034+80.9% | $7,298+99.1% | $5,850+148.4% |
| Admin fee / account holder | $103 | $13,121-99.2% | $10,843-99.1% | $11,596-99.1% |