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 9-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 | $550,914 | $100,773+446.7% | $88,946+519.4% | $142,382+286.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.12% | 70.18%-50.1pp | 57.82%-37.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $28,043 | $2,918+861.1% | $2,555+997.6% | $4,299+552.3% |
| Participant deferral / active EE | $18,868 | $5,230+260.7% | $4,581+311.8% | $6,507+189.9% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |