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 9-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 | $309,228 | $88,751+248.4% | $81,812+278.0% | $145,922+111.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.63% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $22,579 | $3,083+632.3% | $2,912+675.3% | $4,660+384.6% |
| Participant deferral / active EE | $22,125 | $4,643+376.5% | $4,319+412.3% | $6,688+230.8% |
| Admin fee / account holder | $58 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |