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 6-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 | $500,967 | $108,919+359.9% | $100,391+399.0% | $145,922+243.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 39.84% | 57.88%-18.0pp | 49.20%-9.4pp | 561.29%-521.4pp |
| Employer contribution / active EE | $17,693 | $4,419+300.4% | $3,942+348.9% | $4,660+279.7% |
| Participant deferral / active EE | $10,167 | $8,445+20.4% | $8,082+25.8% | $6,688+52.0% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |