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 | $407,937 | $115,770+252.4% | $101,248+302.9% | $158,922+156.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.67% | 56.14%-42.5pp | 46.47%-32.8pp | 302.83%-289.2pp |
| Employer contribution / active EE | $6,680 | $4,175+60.0% | $3,660+82.5% | $4,761+40.3% |
| Participant deferral / active EE | $22,750 | $4,957+358.9% | $4,370+420.6% | $5,982+280.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |