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 | $431,789 | $108,919+296.4% | $100,391+330.1% | $145,922+195.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.58% | 57.88%-40.3pp | 49.20%-31.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,377 | $4,419-46.2% | $3,942-39.7% | $4,660-49.0% |
| Participant deferral / active EE | $3,600 | $8,445-57.4% | $8,082-55.5% | $6,688-46.2% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |