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 | $357,966 | $74,888+378.0% | $71,209+402.7% | $142,382+151.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.78% | 345.14%-331.4pp | 282.51%-268.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $16,588 | $2,854+481.2% | $2,721+509.6% | $4,299+285.8% |
| Participant deferral / active EE | $16,560 | $4,454+271.8% | $4,175+296.6% | $6,507+154.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |