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 | $859,457 | $159,901+437.5% | $146,958+484.8% | $145,922+489.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.50% | 98.13%-77.6pp | 418.34%-397.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $5,687 | $5,286+7.6% | $4,933+15.3% | $4,660+22.1% |
| Participant deferral / active EE | $22,836 | $8,428+170.9% | $8,070+183.0% | $6,688+241.5% |
| Admin fee / account holder | $169 | $15,044-98.9% | $12,998-98.7% | $13,397-98.7% |