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 | $441,926 | $100,773+338.5% | $88,946+396.9% | $142,382+210.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.96% | 70.18%-49.2pp | 57.82%-36.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $16,212 | $2,918+455.7% | $2,555+534.5% | $4,299+277.1% |
| Participant deferral / active EE | $14,227 | $5,230+172.0% | $4,581+210.5% | $6,507+118.6% |
| Admin fee / account holder | $198 | $9,693-98.0% | $8,261-97.6% | $12,624-98.4% |