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 | $279,924 | $72,400+286.6% | $67,502+314.7% | $145,922+91.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.87% | 7182.46%-7165.6pp | 3512.12%-3495.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $6,483 | $3,069+111.2% | $2,731+137.4% | $4,660+39.1% |
| Participant deferral / active EE | $27,954 | $4,783+484.5% | $4,000+598.9% | $6,688+318.0% |
| Admin fee / account holder | $22 | $5,539-99.6% | $3,998-99.5% | $13,397-99.8% |