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 7-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 | $661,673 | $202,318+227.0% | $172,739+283.0% | $152,861+332.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.60% | 1029.65%-1010.1pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $9,467 | $5,856+61.7% | $5,143+84.1% | $4,762+98.8% |
| Participant deferral / active EE | $9,479 | $5,948+59.4% | $5,198+82.4% | $5,850+62.0% |
| Admin fee / account holder | $283 | $17,109-98.3% | $13,954-98.0% | $11,596-97.6% |