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 | $871,487 | $109,817+693.6% | $98,442+785.3% | $167,490+420.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 34.66% | 1956.69%-1922.0pp | 1492.73%-1458.1pp | 478.56%-443.9pp |
| Employer contribution / active EE | $11,459 | $3,224+255.4% | $2,960+287.1% | $4,837+136.9% |
| Participant deferral / active EE | $23,602 | $4,673+405.1% | $4,276+451.9% | $6,341+272.2% |
| Admin fee / account holder | $7 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |