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 | $302,974 | $112,096+170.3% | $95,952+215.8% | $158,922+90.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.70% | 171.09%-149.4pp | 91.61%-69.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $13,772 | $3,198+330.7% | $2,541+442.0% | $4,761+189.3% |
| Participant deferral / active EE | $10,813 | $4,784+126.0% | $4,167+159.5% | $5,982+80.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |