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 | $388,379 | $202,432+91.9% | $169,368+129.3% | $139,434+178.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.20% | 531.74%-517.5pp | 405.60%-391.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $9,000 | $4,692+91.8% | $4,013+124.3% | $4,751+89.4% |
| Participant deferral / active EE | $20,000 | $6,938+188.3% | $6,221+221.5% | $6,710+198.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |