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 | $391,774 | $106,515+267.8% | $96,683+305.2% | $139,434+181.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.38% | 38.43%-26.0pp | 35.69%-23.3pp | 372.94%-360.6pp |
| Employer contribution / active EE | $19,690 | $4,103+379.9% | $3,737+426.9% | $4,751+314.5% |
| Participant deferral / active EE | $12,000 | $5,454+120.0% | $4,878+146.0% | $6,710+78.8% |
| Admin fee / account holder | $87 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |