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 | $391,453 | $73,515+432.5% | $62,995+521.4% | $147,584+165.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.90% | 175.43%-155.5pp | 87.57%-67.7pp | 578.55%-558.7pp |
| Employer contribution / active EE | $6,200 | $3,320+86.7% | $2,759+124.7% | $4,876+27.1% |
| Participant deferral / active EE | $14,500 | $4,185+246.5% | $3,329+335.5% | $5,439+166.6% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |