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 | $974,324 | $159,602+510.5% | $150,045+549.4% | $142,382+584.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.88% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,500 | $4,961-9.3% | $4,693-4.1% | $4,299+4.7% |
| Participant deferral / active EE | $12,500 | $8,310+50.4% | $7,997+56.3% | $6,507+92.1% |
| Admin fee / account holder | $60 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |