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 | $318,725 | $100,852+216.0% | $90,404+252.6% | $158,922+100.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.93% | 1724.20%-1709.3pp | 1293.02%-1278.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $11,144 | $3,689+202.1% | $3,262+241.6% | $4,761+134.1% |
| Participant deferral / active EE | $4,813 | $4,348+10.7% | $3,963+21.4% | $5,982-19.5% |
| Admin fee / account holder | $248 | $6,501-96.2% | $5,611-95.6% | $11,246-97.8% |