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 | $490,583 | $127,264+285.5% | $109,895+346.4% | $167,490+192.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.06% | 22.97%-11.9pp | 29.45%-18.4pp | 478.56%-467.5pp |
| Employer contribution / active EE | $4,350 | $3,322+30.9% | $2,842+53.0% | $4,837-10.1% |
| Participant deferral / active EE | $11,375 | $4,514+152.0% | $4,048+181.0% | $6,341+79.4% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |