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 3-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 | $256,999 | $69,207+271.3% | $64,056+301.2% | $139,434+84.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.21% | 45.88%-29.7pp | 33.69%-17.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $18,000 | $3,182+465.7% | $2,747+555.4% | $4,751+278.9% |
| Participant deferral / active EE | $30,000 | $4,682+540.8% | $3,880+673.2% | $6,710+347.1% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |