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 | $383,902 | $165,912+131.4% | $122,332+213.8% | $147,584+160.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.25% | 34.55%-15.3pp | 30.27%-11.0pp | 578.55%-559.3pp |
| Employer contribution / active EE | $3,705 | $5,754-35.6% | $4,050-8.5% | $4,876-24.0% |
| Participant deferral / active EE | $19,142 | $4,005+377.9% | $3,287+482.4% | $5,439+252.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |