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 | $383,497 | $95,416+301.9% | $185,823+106.4% | $85,850+346.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 27.98% | 23.59%+4.4pp | 122.05%-94.1pp | 318.53%-290.5pp |
| Employer contribution / active EE | $18,514 | $3,314+458.7% | $5,167+258.3% | $2,565+621.8% |
| Participant deferral / active EE | $10,587 | $3,423+209.3% | $5,568+90.1% | $3,952+167.9% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |