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 | $410,917 | $165,335+148.5% | $149,696+174.5% | $158,922+158.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.54% | 348.15%-337.6pp | 276.60%-266.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $21,092 | $5,103+313.3% | $4,644+354.1% | $4,761+343.0% |
| Participant deferral / active EE | $5,772 | $7,181-19.6% | $6,842-15.6% | $5,982-3.5% |
| Admin fee / account holder | $22 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |