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 | $287,501 | $124,281+131.3% | $109,143+163.4% | $167,490+71.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.17% | 26.04%-3.9pp | 25.75%-3.6pp | 478.56%-456.4pp |
| Employer contribution / active EE | $17,662 | $4,207+319.8% | $3,722+374.6% | $4,837+265.1% |
| Participant deferral / active EE | $3,529 | $5,255-32.8% | $4,653-24.2% | $6,341-44.3% |
| Admin fee / account holder | $5 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |