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 | $383,700 | $142,405+169.4% | $115,157+233.2% | $152,861+151.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 26.41% | 41.48%-15.1pp | 35.60%-9.2pp | 345.32%-318.9pp |
| Employer contribution / active EE | $17,924 | $4,010+347.0% | $3,179+463.9% | $4,762+276.4% |
| Participant deferral / active EE | $17,924 | $5,164+247.1% | $4,168+330.0% | $5,850+206.4% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |