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 9-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 | $324,783 | $96,305+237.2% | $80,569+303.1% | $139,434+132.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.29% | 1350.08%-1328.8pp | 935.43%-914.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $23,965 | $3,262+634.6% | $2,723+779.9% | $4,751+404.4% |
| Participant deferral / active EE | $17,143 | $5,232+227.7% | $4,447+285.5% | $6,710+155.5% |
| Admin fee / account holder | $15 | $6,599-99.8% | $5,377-99.7% | $11,403-99.9% |