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 | $384,908 | $144,119+167.1% | $117,854+226.6% | $147,584+160.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.98% | 531.15%-513.2pp | 335.08%-317.1pp | 578.55%-560.6pp |
| Employer contribution / active EE | $16,924 | $4,896+245.6% | $3,786+347.0% | $4,876+247.1% |
| Participant deferral / active EE | $9,716 | $5,316+82.8% | $4,482+116.8% | $5,439+78.6% |
| Admin fee / account holder | $17 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |