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 | $256,844 | $81,625+214.7% | $58,482+339.2% | $139,434+84.2% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 9.88% | 7404.20%-7394.3pp | 4239.32%-4229.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $7,766 | $1,398+455.4% | $1,053+637.3% | $4,751+63.5% |
| Participant deferral / active EE | $9,435 | $2,557+269.1% | $1,924+390.4% | $6,710+40.6% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |