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 9-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 | $256,567 | $70,606+263.4% | $53,898+376.0% | $142,382+80.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.44% | 619.81%-602.4pp | 528.60%-511.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,880 | $1,202+139.6% | $932+209.0% | $4,299-33.0% |
| Participant deferral / active EE | $23,500 | $2,364+894.1% | $1,826+1186.8% | $6,507+261.1% |
| Admin fee / account holder | $60 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |