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 | $433,913 | $106,890+305.9% | $84,015+416.5% | $152,861+183.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.63% | 104.99%-85.4pp | 71.31%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $30,681 | $2,734+1022.1% | $1,983+1446.8% | $4,762+544.2% |
| Participant deferral / active EE | $5,232 | $4,011+30.4% | $3,239+61.5% | $5,850-10.6% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |