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 | $269,861 | $111,724+141.5% | $93,606+188.3% | $145,922+84.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.43% | 202.98%-192.6pp | 133.20%-122.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $13,000 | $3,090+320.8% | $2,420+437.2% | $4,660+179.0% |
| Participant deferral / active EE | $11,484 | $4,912+133.8% | $4,411+160.3% | $6,688+71.7% |
| Admin fee / account holder | $17 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |