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 | $473,971 | $83,337+468.7% | $67,834+598.7% | $273,961+73.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 11.98% | 259.45%-247.5pp | 138.47%-126.5pp | 41.45%-29.5pp |
| Employer contribution / active EE | $13,989 | $3,287+325.6% | $2,403+482.1% | $4,869+187.3% |
| Participant deferral / active EE | $19,200 | $4,088+369.7% | $3,160+507.6% | $5,287+263.1% |
| Admin fee / account holder | $2 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |