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 | $331,745 | $110,809+199.4% | $86,874+281.9% | $167,490+98.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.59% | 116.98%-103.4pp | 63.52%-49.9pp | 478.56%-465.0pp |
| Employer contribution / active EE | $15,367 | $3,244+373.7% | $2,495+515.8% | $4,837+217.7% |
| Participant deferral / active EE | $11,351 | $4,546+149.7% | $3,699+206.9% | $6,341+79.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |