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 | $341,748 | $102,616+233.0% | $81,983+316.9% | $158,922+115.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 7.94% | 61.04%-53.1pp | 41.31%-33.4pp | 302.83%-294.9pp |
| Employer contribution / active EE | $3,510 | $3,240+8.3% | $2,498+40.5% | $4,761-26.3% |
| Participant deferral / active EE | $7,020 | $4,648+51.0% | $3,722+88.6% | $5,982+17.3% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |