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 | $500,487 | $176,056+184.3% | $159,436+213.9% | $167,490+198.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.79% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $10,472 | $5,297+97.7% | $4,829+116.8% | $4,837+116.5% |
| Participant deferral / active EE | $8,338 | $7,750+7.6% | $7,352+13.4% | $6,341+31.5% |
| Admin fee / account holder | $38 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |