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 | $457,231 | $99,877+357.8% | $84,966+438.1% | $145,922+213.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.93% | 83.76%-67.8pp | 66.38%-50.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $15,000 | $3,231+364.2% | $2,727+450.0% | $4,660+221.9% |
| Participant deferral / active EE | $31,750 | $5,291+500.1% | $4,519+602.5% | $6,688+374.8% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |