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 | $346,985 | $144,119+140.8% | $117,854+194.4% | $147,584+135.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.54% | 531.15%-517.6pp | 335.08%-321.5pp | 578.55%-565.0pp |
| Employer contribution / active EE | $9,099 | $4,896+85.8% | $3,786+140.3% | $4,876+86.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $75 | $10,886-99.3% | $8,020-99.1% | $10,885-99.3% |