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 | $695,593 | $293,860+136.7% | $237,244+193.2% | $357,791+94.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 6.43% | 4677.97%-4671.5pp | 4131.29%-4124.9pp | 396.79%-390.4pp |
| Employer contribution / active EE | $31,921 | $5,523+478.0% | $4,351+633.6% | $7,508+325.2% |
| Participant deferral / active EE | $0 | $4,397-100.0% | $4,056-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $21,223-100.0% | $18,030-100.0% | $28,387-100.0% |