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 | $463,487 | $109,817+322.1% | $98,442+370.8% | $167,490+176.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.58% | 1956.69%-1945.1pp | 1492.73%-1481.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,805 | $3,224+18.0% | $2,960+28.5% | $4,837-21.4% |
| Participant deferral / active EE | $11,695 | $4,673+150.3% | $4,276+173.5% | $6,341+84.4% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |