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 | $317,271 | $96,305+229.4% | $80,569+293.8% | $139,434+127.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.41% | 1350.08%-1326.7pp | 935.43%-912.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $11,533 | $3,262+253.5% | $2,723+323.4% | $4,751+142.7% |
| Participant deferral / active EE | $13,650 | $5,232+160.9% | $4,447+206.9% | $6,710+103.4% |
| Admin fee / account holder | $5 | $6,599-99.9% | $5,377-99.9% | $11,403-100.0% |