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 7-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 | $274,826 | $96,305+185.4% | $80,569+241.1% | $139,434+97.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 29.53% | 1350.08%-1320.6pp | 935.43%-905.9pp | 372.94%-343.4pp |
| Employer contribution / active EE | $19,283 | $3,262+491.1% | $2,723+608.0% | $4,751+305.9% |
| Participant deferral / active EE | $13,572 | $5,232+159.4% | $4,447+205.2% | $6,710+102.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |