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 | $301,769 | $176,377+71.1% | $134,143+125.0% | $158,922+89.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.15% | 63.63%-45.5pp | 36.33%-18.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $6,778 | $5,040+34.5% | $3,704+83.0% | $4,761+42.4% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $32 | $8,718-99.6% | $6,684-99.5% | $11,246-99.7% |