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 | $862,785 | $162,781+430.0% | $133,956+544.1% | $158,922+442.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 28.59% | 41.94%-13.3pp | 45.09%-16.5pp | 302.83%-274.2pp |
| Employer contribution / active EE | $6,116 | $4,975+22.9% | $3,919+56.1% | $4,761+28.5% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $68 | $11,736-99.4% | $8,927-99.2% | $11,246-99.4% |