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 | $500,134 | $99,877+400.7% | $84,966+488.6% | $145,922+242.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.67% | 83.76%-75.1pp | 66.38%-57.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $5,190 | $3,231+60.6% | $2,727+90.3% | $4,660+11.4% |
| Participant deferral / active EE | $12,473 | $5,291+135.8% | $4,519+176.0% | $6,688+86.5% |
| Admin fee / account holder | $60 | $7,248-99.2% | $6,149-99.0% | $13,397-99.6% |