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 | $319,210 | $148,534+114.9% | $135,903+134.9% | $139,434+128.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.69% | 79.19%-58.5pp | 68.23%-47.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $45,000 | $5,243+758.3% | $4,856+826.7% | $4,751+847.2% |
| Participant deferral / active EE | $19,500 | $8,100+140.7% | $7,758+151.4% | $6,710+190.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |