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 5-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 | $710,657 | $209,832+238.7% | $189,513+275.0% | $167,490+324.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.06% | 748.27%-732.2pp | 555.15%-539.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $4,963 | $6,914-28.2% | $6,162-19.5% | $4,837+2.6% |
| Participant deferral / active EE | $21,667 | $8,935+142.5% | $8,221+163.5% | $6,341+241.7% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |