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 | $410,212 | $88,751+362.2% | $81,812+401.4% | $145,922+181.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.76% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $11,885 | $3,083+285.5% | $2,912+308.1% | $4,660+155.1% |
| Participant deferral / active EE | $22,185 | $4,643+377.8% | $4,319+413.7% | $6,688+231.7% |
| Admin fee / account holder | $10 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |