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 | $689,507 | $118,849+480.2% | $96,562+614.1% | $167,490+311.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.07% | 50.49%-35.4pp | 37.78%-22.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $13,674 | $3,120+338.3% | $2,356+480.3% | $4,837+182.7% |
| Participant deferral / active EE | $8,935 | $4,616+93.6% | $3,849+132.1% | $6,341+40.9% |
| Admin fee / account holder | $13 | $8,065-99.8% | $6,181-99.8% | $12,309-99.9% |