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 | $851,172 | $160,055+431.8% | $140,016+507.9% | $135,375+528.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 21.44% | 911.38%-889.9pp | 651.12%-629.7pp | 519.73%-498.3pp |
| Employer contribution / active EE | $34,976 | $6,420+444.8% | $5,606+523.9% | $4,779+631.9% |
| Participant deferral / active EE | $5,357 | $7,642-29.9% | $6,927-22.7% | $5,609-4.5% |
| Admin fee / account holder | $191 | $13,328-98.6% | $10,705-98.2% | $10,827-98.2% |