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 | $408,750 | $112,096+264.6% | $95,952+326.0% | $158,922+157.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.68% | 171.09%-158.4pp | 91.61%-78.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $12,540 | $3,198+292.1% | $2,541+393.5% | $4,761+163.4% |
| Participant deferral / active EE | $2,364 | $4,784-50.6% | $4,167-43.3% | $5,982-60.5% |
| Admin fee / account holder | $110 | $10,130-98.9% | $6,795-98.4% | $11,246-99.0% |