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 | $252,203 | $81,632+209.0% | $70,449+258.0% | $158,922+58.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.44% | 208.40%-192.0pp | 109.03%-92.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $8,908 | $3,217+176.9% | $2,737+225.5% | $4,761+87.1% |
| Participant deferral / active EE | $21,986 | $4,554+382.8% | $3,709+492.8% | $5,982+267.5% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |