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 | $455,214 | $102,966+342.1% | $90,281+404.2% | $152,861+197.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.51% | 95.16%-67.7pp | 78.10%-50.6pp | 345.32%-317.8pp |
| Employer contribution / active EE | $23,375 | $3,139+644.7% | $2,854+718.9% | $4,762+390.8% |
| Participant deferral / active EE | $17,000 | $4,281+297.1% | $3,885+337.5% | $5,850+190.6% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |