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 | $279,245 | $118,849+135.0% | $96,562+189.2% | $167,490+66.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.33% | 50.49%-36.2pp | 37.78%-23.5pp | 478.56%-464.2pp |
| Employer contribution / active EE | $6,623 | $3,120+112.3% | $2,356+181.0% | $4,837+36.9% |
| Participant deferral / active EE | $13,835 | $4,616+199.7% | $3,849+259.5% | $6,341+118.2% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |