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 | $380,282 | $109,982+245.8% | $97,226+291.1% | $145,922+160.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.07% | 242.90%-227.8pp | 75.13%-60.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,713 | $3,084-44.5% | $2,729-37.2% | $4,660-63.2% |
| Participant deferral / active EE | $14,178 | $4,676+203.2% | $4,264+232.5% | $6,688+112.0% |
| Admin fee / account holder | $174 | $6,221-97.2% | $5,654-96.9% | $13,397-98.7% |