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 | $498,999 | $197,591+152.5% | $177,821+180.6% | $158,922+214.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 13.30% | 58.76%-45.5pp | 48.32%-35.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $12,787 | $6,697+90.9% | $5,918+116.1% | $4,761+168.6% |
| Participant deferral / active EE | $4,348 | $8,405-48.3% | $7,714-43.6% | $5,982-27.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |