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 | $612,404 | $98,750+520.2% | $149,696+309.1% | $79,858+666.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.56% | 27.43%-6.9pp | 276.60%-256.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $3,387 | $3,216+5.3% | $4,644-27.1% | $2,471+37.1% |
| Participant deferral / active EE | $11,778 | $5,680+107.3% | $6,842+72.1% | $3,740+214.9% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |