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 | $473,742 | $183,519+158.1% | $155,509+204.6% | $145,922+224.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.15% | 61.17%-37.0pp | 64.67%-40.5pp | 561.29%-537.1pp |
| Employer contribution / active EE | $17,036 | $5,313+220.7% | $4,672+264.6% | $4,660+265.6% |
| Participant deferral / active EE | $10,730 | $6,462+66.0% | $5,626+90.7% | $6,688+60.4% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |