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 | $384,091 | $144,119+166.5% | $117,854+225.9% | $147,584+160.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.05% | 531.15%-513.1pp | 335.08%-317.0pp | 578.55%-560.5pp |
| Employer contribution / active EE | $13,339 | $4,896+172.4% | $3,786+252.3% | $4,876+173.6% |
| Participant deferral / active EE | $8,253 | $5,316+55.3% | $4,482+84.1% | $5,439+51.7% |
| Admin fee / account holder | $217 | $10,886-98.0% | $8,020-97.3% | $10,885-98.0% |