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 | $386,525 | $110,261+250.6% | $95,745+303.7% | $139,434+177.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.74% | 27.11%-8.4pp | 28.35%-9.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $17,040 | $3,257+423.1% | $2,835+501.1% | $4,751+258.7% |
| Participant deferral / active EE | $30,000 | $4,676+541.6% | $4,245+606.8% | $6,710+347.1% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |