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 | $517,080 | $165,335+212.7% | $149,696+245.4% | $158,922+225.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.07% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,540 | $5,103-50.2% | $4,644-45.3% | $4,761-46.6% |
| Participant deferral / active EE | $5,225 | $7,181-27.2% | $6,842-23.6% | $5,982-12.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |