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 | $500,010 | $109,327+357.4% | $89,391+459.4% | $158,922+214.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.58% | 345.68%-338.1pp | 245.62%-238.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $27,452 | $3,170+766.1% | $2,586+961.7% | $4,761+476.6% |
| Participant deferral / active EE | $12,795 | $4,598+178.3% | $3,890+228.9% | $5,982+113.9% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |