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 | $291,211 | $185,200+57.2% | $142,863+103.8% | $167,490+73.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 19.07% | 8555.70%-8536.6pp | 5637.54%-5618.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $8,463 | $5,604+51.0% | $4,144+104.2% | $4,837+74.9% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $3,837-100.0% | $6,341-100.0% |
| Admin fee / account holder | $10 | $8,031-99.9% | $6,560-99.8% | $12,309-99.9% |