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 | $318,956 | $185,200+72.2% | $142,863+123.3% | $167,490+90.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 23.31% | 8555.70%-8532.4pp | 5637.54%-5614.2pp | 478.56%-455.2pp |
| Employer contribution / active EE | $2,180 | $5,604-61.1% | $4,144-47.4% | $4,837-54.9% |
| Participant deferral / active EE | $9,165 | $4,494+103.9% | $3,837+138.8% | $6,341+44.5% |
| Admin fee / account holder | $230 | $8,031-97.1% | $6,560-96.5% | $12,309-98.1% |