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 | $705,460 | $115,770+509.4% | $101,248+596.8% | $158,922+343.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.41% | 56.14%-41.7pp | 46.47%-32.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $17,189 | $4,175+311.8% | $3,660+369.7% | $4,761+261.0% |
| Participant deferral / active EE | $10,336 | $4,957+108.5% | $4,370+136.5% | $5,982+72.8% |
| Admin fee / account holder | $150 | $7,245-97.9% | $5,945-97.5% | $11,246-98.7% |