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 | $254,527 | $165,335+53.9% | $149,696+70.0% | $158,922+60.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.28% | 348.15%-339.9pp | 276.60%-268.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $19,231 | $5,103+276.9% | $4,644+314.1% | $4,761+303.9% |
| Participant deferral / active EE | $10,297 | $7,181+43.4% | $6,842+50.5% | $5,982+72.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |