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 | $283,810 | $96,635+193.7% | $86,612+227.7% | $139,434+103.5% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 25.82% | 106.41%-80.6pp | 591.07%-565.2pp | 372.94%-347.1pp |
| Employer contribution / active EE | $8,030 | $3,263+146.1% | $3,022+165.7% | $4,751+69.0% |
| Participant deferral / active EE | $8,169 | $4,836+68.9% | $4,438+84.1% | $6,710+21.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |