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 | $793,432 | $185,822+327.0% | $169,993+366.7% | $139,434+469.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 41.60% | 60.50%-18.9pp | 53.37%-11.8pp | 372.94%-331.3pp |
| Employer contribution / active EE | $27,188 | $7,590+258.2% | $6,785+300.7% | $4,751+472.3% |
| Participant deferral / active EE | $15,000 | $11,622+29.1% | $10,408+44.1% | $6,710+123.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |