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 | $448,672 | $115,770+287.6% | $101,248+343.1% | $158,922+182.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.22% | 56.14%-42.9pp | 46.47%-33.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $15,532 | $4,175+272.1% | $3,660+324.4% | $4,761+226.2% |
| Participant deferral / active EE | $15,311 | $4,957+208.9% | $4,370+250.4% | $5,982+155.9% |
| Admin fee / account holder | $6 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |