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 | $405,263 | $165,335+145.1% | $149,696+170.7% | $158,922+155.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.77% | 348.15%-308.4pp | 276.60%-236.8pp | 302.83%-263.1pp |
| Employer contribution / active EE | $1,412 | $5,103-72.3% | $4,644-69.6% | $4,761-70.3% |
| Participant deferral / active EE | $7,500 | $7,181+4.4% | $6,842+9.6% | $5,982+25.4% |
| Admin fee / account holder | $44 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |