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 | $404,954 | $100,041+304.8% | $149,718+170.5% | $70,131+477.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 29.33% | 27.43%+1.9pp | 1501.63%-1472.3pp | 73.14%-43.8pp |
| Employer contribution / active EE | $21,145 | $3,662+477.5% | $5,445+288.3% | $2,342+802.7% |
| Participant deferral / active EE | $7,186 | $4,983+44.2% | $6,569+9.4% | $3,332+115.7% |
| Admin fee / account holder | $75 | $8,286-99.1% | $11,283-99.3% | $4,645-98.4% |