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 | $442,593 | $105,998+317.5% | $92,233+379.9% | $147,584+199.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.01% | 50.05%-25.0pp | 176.28%-151.3pp | 578.55%-553.5pp |
| Employer contribution / active EE | $13,951 | $4,333+222.0% | $3,679+279.2% | $4,876+186.1% |
| Participant deferral / active EE | $16,162 | $4,478+260.9% | $3,897+314.8% | $5,439+197.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |