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 | $343,334 | $176,812+94.2% | $146,665+134.1% | $167,490+105.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.89% | 24.03%-9.1pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $12,250 | $5,160+137.4% | $4,136+196.2% | $4,837+153.2% |
| Participant deferral / active EE | $6,500 | $6,440+0.9% | $5,506+18.1% | $6,341+2.5% |
| Admin fee / account holder | $8 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |