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 | $361,614 | $175,202+106.4% | $149,673+141.6% | $139,434+159.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.39% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $13,591 | $5,474+148.3% | $4,818+182.1% | $4,751+186.1% |
| Participant deferral / active EE | $9,405 | $6,519+44.3% | $5,680+65.6% | $6,710+40.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |