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 | $527,414 | $202,432+160.5% | $169,368+211.4% | $139,434+278.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 43.88% | 531.74%-487.9pp | 405.60%-361.7pp | 372.94%-329.1pp |
| Employer contribution / active EE | $16,019 | $4,692+241.4% | $4,013+299.2% | $4,751+237.2% |
| Participant deferral / active EE | $10,000 | $6,938+44.1% | $6,221+60.7% | $6,710+49.0% |
| Admin fee / account holder | $295 | $10,708-97.2% | $9,003-96.7% | $11,403-97.4% |