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 | $290,551 | $144,119+101.6% | $117,854+146.5% | $147,584+96.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.04% | 531.15%-515.1pp | 335.08%-319.0pp | 578.55%-562.5pp |
| Employer contribution / active EE | $20,739 | $4,896+323.5% | $3,786+447.8% | $4,876+325.3% |
| Participant deferral / active EE | $9,595 | $5,316+80.5% | $4,482+114.1% | $5,439+76.4% |
| Admin fee / account holder | $283 | $10,886-97.4% | $8,020-96.5% | $10,885-97.4% |