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 | $377,723 | $156,846+140.8% | $121,098+211.9% | $139,434+170.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.04% | 1474.56%-1459.5pp | 985.75%-970.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $12,043 | $5,536+117.5% | $4,164+189.2% | $4,751+153.5% |
| Participant deferral / active EE | $15,889 | $4,844+228.0% | $4,080+289.5% | $6,710+136.8% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |