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 5-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 | $339,795 | $100,773+237.2% | $88,946+282.0% | $142,382+138.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.63% | 70.18%-58.5pp | 57.82%-46.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,930 | $2,918+69.0% | $2,555+93.0% | $4,299+14.7% |
| Participant deferral / active EE | $21,000 | $5,230+301.5% | $4,581+358.4% | $6,507+222.7% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |