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 9-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 | $491,415 | $209,832+134.2% | $189,513+159.3% | $167,490+193.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.45% | 748.27%-731.8pp | 555.15%-538.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $23,307 | $6,914+237.1% | $6,162+278.3% | $4,837+381.8% |
| Participant deferral / active EE | $17,886 | $8,935+100.2% | $8,221+117.6% | $6,341+182.1% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |