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 | $404,361 | $123,793+226.6% | $177,821+127.4% | $79,858+406.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 21.78% | 22.82%-1.0pp | 48.32%-26.5pp | 31.71%-9.9pp |
| Employer contribution / active EE | $25,122 | $4,095+513.4% | $5,918+324.5% | $2,471+916.7% |
| Participant deferral / active EE | $14,309 | $5,956+140.2% | $7,714+85.5% | $3,740+282.6% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |