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 | $333,414 | $109,817+203.6% | $98,442+238.7% | $167,490+99.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.21% | 1956.69%-1943.5pp | 1492.73%-1479.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $7,524 | $3,224+133.4% | $2,960+154.2% | $4,837+55.5% |
| Participant deferral / active EE | $7,672 | $4,673+64.2% | $4,276+79.4% | $6,341+21.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |