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 | $373,559 | $59,839+524.3% | $81,983+355.7% | $79,858+367.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 18.31% | 17.56%+0.8pp | 41.31%-23.0pp | 31.71%-13.4pp |
| Employer contribution / active EE | $23,055 | $1,713+1245.5% | $2,498+822.9% | $2,471+833.1% |
| Participant deferral / active EE | $14,042 | $2,695+421.0% | $3,722+277.3% | $3,740+275.4% |
| Admin fee / account holder | $4 | $4,287-99.9% | $5,664-99.9% | $5,306-99.9% |