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 | $462,044 | $106,890+332.3% | $84,015+450.0% | $152,861+202.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 14.68% | 104.99%-90.3pp | 71.31%-56.6pp | 345.32%-330.6pp |
| Employer contribution / active EE | $18,388 | $2,734+572.5% | $1,983+827.1% | $4,762+286.1% |
| Participant deferral / active EE | $21,735 | $4,011+441.8% | $3,239+571.1% | $5,850+271.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |