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 | $889,489 | $158,398+461.6% | $126,539+602.9% | $142,382+524.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 300.65% | 593.76%-293.1pp | 425.95%-125.3pp | 217.08%+83.6pp |
| Employer contribution / active EE | $5,433 | $4,650+16.8% | $3,674+47.9% | $4,299+26.4% |
| Participant deferral / active EE | $4,349 | $4,767-8.8% | $4,083+6.5% | $6,507-33.2% |
| Admin fee / account holder | $50 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |