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 | $569,860 | $209,832+171.6% | $189,513+200.7% | $167,490+240.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.90% | 748.27%-726.4pp | 555.15%-533.3pp | 478.56%-456.7pp |
| Employer contribution / active EE | $16,725 | $6,914+141.9% | $6,162+171.4% | $4,837+245.7% |
| Participant deferral / active EE | $18,563 | $8,935+107.8% | $8,221+125.8% | $6,341+192.7% |
| Admin fee / account holder | $126 | $14,293-99.1% | $12,045-99.0% | $12,309-99.0% |