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 | $796,003 | $99,079+703.4% | $77,999+920.5% | $273,961+190.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 2.85% | 217.93%-215.1pp | 425.96%-423.1pp | 41.45%-38.6pp |
| Employer contribution / active EE | $3,843 | $3,308+16.2% | $2,470+55.6% | $4,869-21.1% |
| Participant deferral / active EE | $10,079 | $4,306+134.1% | $3,497+188.2% | $5,287+90.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |