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 | $288,775 | $106,515+171.1% | $96,683+198.7% | $139,434+107.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.23% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,930 | $4,103-53.0% | $3,737-48.4% | $4,751-59.4% |
| Participant deferral / active EE | $7,500 | $5,454+37.5% | $4,878+53.7% | $6,710+11.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |