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 | $409,583 | $114,047+259.1% | $96,139+326.0% | $167,490+144.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.24% | 189.88%-176.6pp | 191.94%-178.7pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,440 | $3,427-58.0% | $2,797-48.5% | $4,837-70.2% |
| Participant deferral / active EE | $2,400 | $5,194-53.8% | $4,349-44.8% | $6,341-62.2% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |