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 | $408,476 | $180,449+126.4% | $154,107+165.1% | $135,375+201.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.39% | 888.09%-885.7pp | 735.12%-732.7pp | 519.73%-517.3pp |
| Employer contribution / active EE | $20,694 | $6,035+242.9% | $5,298+290.6% | $4,779+333.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $40 | $16,143-99.8% | $13,411-99.7% | $10,827-99.6% |