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 | $483,600 | $156,846+208.3% | $121,098+299.3% | $139,434+246.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.93% | 1474.56%-1460.6pp | 985.75%-971.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $35,188 | $5,536+535.6% | $4,164+745.1% | $4,751+640.7% |
| Participant deferral / active EE | $21,300 | $4,844+339.7% | $4,080+422.1% | $6,710+217.4% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |