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 | $324,908 | $102,966+215.5% | $90,281+259.9% | $152,861+112.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.16% | 95.16%-72.0pp | 78.10%-54.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $6,264 | $3,139+99.6% | $2,854+119.4% | $4,762+31.5% |
| Participant deferral / active EE | $2,400 | $4,281-43.9% | $3,885-38.2% | $5,850-59.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |