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 | $274,111 | $69,207+296.1% | $64,056+327.9% | $139,434+96.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.24% | 45.88%-32.6pp | 33.69%-20.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $4,877 | $3,182+53.3% | $2,747+77.6% | $4,751+2.6% |
| Participant deferral / active EE | $5,416 | $4,682+15.7% | $3,880+39.6% | $6,710-19.3% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |