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 | $354,001 | $114,047+210.4% | $96,139+268.2% | $167,490+111.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.85% | 189.88%-174.0pp | 191.94%-176.1pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,965 | $3,427-42.7% | $2,797-29.8% | $4,837-59.4% |
| Participant deferral / active EE | $9,064 | $5,194+74.5% | $4,349+108.4% | $6,341+42.9% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |