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 | $289,835 | $110,261+162.9% | $95,745+202.7% | $139,434+107.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.89% | 27.11%-5.2pp | 28.35%-6.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $43,486 | $3,257+1235.0% | $2,835+1434.2% | $4,751+815.3% |
| Participant deferral / active EE | $24,884 | $4,676+432.2% | $4,245+486.3% | $6,710+270.8% |
| Admin fee / account holder | $60 | $6,613-99.1% | $5,678-98.9% | $11,403-99.5% |