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 | $556,084 | $70,756+685.9% | $65,493+749.1% | $142,382+290.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.85% | 1754.89%-1742.0pp | 982.45%-969.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $10,439 | $2,881+262.4% | $2,574+305.5% | $4,299+142.8% |
| Participant deferral / active EE | $27,288 | $4,637+488.4% | $3,961+588.9% | $6,507+319.3% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |