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 | $288,021 | $100,852+185.6% | $90,404+218.6% | $158,922+81.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.29% | 1724.20%-1712.9pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $16,530 | $3,689+348.1% | $3,262+406.7% | $4,761+247.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $50 | $6,501-99.2% | $5,611-99.1% | $11,246-99.6% |