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 | $276,733 | $76,738+260.6% | $56,411+390.6% | $145,922+89.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.85% | 2994.23%-2988.4pp | 1701.33%-1695.5pp | 561.29%-555.4pp |
| Employer contribution / active EE | $813 | $1,380-41.1% | $1,039-21.7% | $4,660-82.5% |
| Participant deferral / active EE | $17,093 | $2,623+551.8% | $1,952+775.7% | $6,688+155.6% |
| Admin fee / account holder | $56 | $3,334-98.3% | $2,829-98.0% | $13,397-99.6% |