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 | $284,960 | $111,724+155.1% | $93,606+204.4% | $145,922+95.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.41% | 202.98%-189.6pp | 133.20%-119.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $7,040 | $3,090+127.9% | $2,420+190.9% | $4,660+51.1% |
| Participant deferral / active EE | $7,625 | $4,912+55.2% | $4,411+72.9% | $6,688+14.0% |
| Admin fee / account holder | $47 | $10,250-99.5% | $8,285-99.4% | $13,397-99.7% |