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 4-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 | $816,815 | $176,056+364.0% | $159,436+412.3% | $167,490+387.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 127.53% | 331.75%-204.2pp | 263.57%-136.0pp | 478.56%-351.0pp |
| Employer contribution / active EE | $23,973 | $5,297+352.6% | $4,829+396.4% | $4,837+395.6% |
| Participant deferral / active EE | $15,167 | $7,750+95.7% | $7,352+106.3% | $6,341+139.2% |
| Admin fee / account holder | $104 | $12,554-99.2% | $10,799-99.0% | $12,309-99.2% |