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 | $318,324 | $109,817+189.9% | $98,442+223.4% | $167,490+90.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.17% | 1956.69%-1941.5pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $15,081 | $3,224+367.8% | $2,960+409.5% | $4,837+211.8% |
| Participant deferral / active EE | $8,777 | $4,673+87.8% | $4,276+105.2% | $6,341+38.4% |
| Admin fee / account holder | $28 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |