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 | $463,097 | $89,753+416.0% | $107,525+330.7% | $84,808+446.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.63% | 29.48%-11.8pp | 181.32%-163.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $22,781 | $3,113+631.7% | $3,754+506.9% | $2,631+765.9% |
| Participant deferral / active EE | $11,439 | $4,056+182.0% | $5,116+123.6% | $4,212+171.6% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |