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 | $290,644 | $121,625+139.0% | $104,607+177.8% | $158,922+82.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 16.21% | 465.26%-449.0pp | 340.46%-324.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $9,418 | $3,163+197.8% | $2,681+251.3% | $4,761+97.8% |
| Participant deferral / active EE | $7,400 | $4,177+77.1% | $3,740+97.9% | $5,982+23.7% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |