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 | $283,408 | $88,707+219.5% | $74,183+282.0% | $273,961+3.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.41% | 11.94%-7.5pp | 17.74%-13.3pp | 41.45%-37.0pp |
| Employer contribution / active EE | $19,322 | $3,159+511.6% | $2,370+715.3% | $4,869+296.9% |
| Participant deferral / active EE | $22,000 | $4,212+422.4% | $3,550+519.8% | $5,287+316.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |