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 | $318,835 | $74,888+325.7% | $71,209+347.7% | $142,382+123.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.27% | 345.14%-325.9pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,882 | $2,854+176.1% | $2,721+189.7% | $4,299+83.3% |
| Participant deferral / active EE | $11,030 | $4,454+147.6% | $4,175+164.2% | $6,507+69.5% |
| Admin fee / account holder | $274 | $5,568-95.1% | $5,349-94.9% | $12,624-97.8% |