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 | $443,960 | $96,305+361.0% | $80,569+451.0% | $139,434+218.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.18% | 1350.08%-1338.9pp | 935.43%-924.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $6,386 | $3,262+95.8% | $2,723+134.5% | $4,751+34.4% |
| Participant deferral / active EE | $23,288 | $5,232+345.1% | $4,447+423.6% | $6,710+247.0% |
| Admin fee / account holder | $60 | $6,599-99.1% | $5,377-98.9% | $11,403-99.5% |