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 | $722,949 | $198,466+264.3% | $170,442+324.2% | $147,584+389.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.96% | 257.29%-236.3pp | 205.93%-185.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $30,859 | $6,184+399.1% | $5,433+468.0% | $4,876+532.8% |
| Participant deferral / active EE | $21,533 | $5,629+282.5% | $4,939+335.9% | $5,439+295.9% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |