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 | $710,741 | $95,862+641.4% | $79,550+793.5% | $134,475+428.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 2.95% | -2.69%+5.6pp | 0.16%+2.8pp | 417.96%-415.0pp |
| Employer contribution / active EE | $13,826 | $3,128+342.0% | $2,413+472.9% | $4,740+191.7% |
| Participant deferral / active EE | $13,570 | $4,693+189.2% | $3,985+240.5% | $6,400+112.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |