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 | $358,017 | $154,365+131.9% | $130,231+174.9% | $139,434+156.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 17.17% | 30.34%-13.2pp | 38.77%-21.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $28,366 | $5,170+448.7% | $4,126+587.6% | $4,751+497.1% |
| Participant deferral / active EE | $10,899 | $8,498+28.3% | $6,799+60.3% | $6,710+62.4% |
| Admin fee / account holder | $0 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |