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 | $293,214 | $202,432+44.8% | $169,368+73.1% | $139,434+110.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.80% | 531.74%-521.9pp | 405.60%-395.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $1,172 | $4,692-75.0% | $4,013-70.8% | $4,751-75.3% |
| Participant deferral / active EE | $10,667 | $6,938+53.7% | $6,221+71.5% | $6,710+59.0% |
| Admin fee / account holder | $17 | $10,708-99.8% | $9,003-99.8% | $11,403-99.9% |