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 | $332,737 | $94,752+251.2% | $112,887+194.8% | $139,434+138.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 29.49% | 40.88%-11.4pp | 34.10%-4.6pp | 372.94%-343.5pp |
| Employer contribution / active EE | $13,965 | $4,625+201.9% | $4,563+206.0% | $4,751+194.0% |
| Participant deferral / active EE | $25,000 | $6,512+283.9% | $6,513+283.8% | $6,710+272.6% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |