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 | $421,046 | $227,553+85.0% | $189,557+122.1% | $167,490+151.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.23% | 78.40%-64.2pp | 64.17%-49.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,875 | $5,316-27.1% | $4,412-12.2% | $4,837-19.9% |
| Participant deferral / active EE | $10,770 | $7,002+53.8% | $6,174+74.4% | $6,341+69.8% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |