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 | $719,425 | $100,852+613.3% | $90,404+695.8% | $158,922+352.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.35% | 1724.20%-1717.9pp | 1293.02%-1286.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $35,862 | $3,689+872.3% | $3,262+999.4% | $4,761+653.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $146 | $6,501-97.8% | $5,611-97.4% | $11,246-98.7% |