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 | $293,843 | $70,606+316.2% | $53,898+445.2% | $142,382+106.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.35% | 619.81%-604.5pp | 528.60%-513.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,993 | $1,202+232.1% | $932+328.4% | $4,299-7.1% |
| Participant deferral / active EE | $10,855 | $2,364+359.2% | $1,826+494.4% | $6,507+66.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |