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 | $303,902 | $115,770+162.5% | $101,248+200.2% | $158,922+91.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.43% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,903 | $4,175-54.4% | $3,660-48.0% | $4,761-60.0% |
| Participant deferral / active EE | $6,750 | $4,957+36.2% | $4,370+54.5% | $5,982+12.8% |
| Admin fee / account holder | $110 | $7,245-98.5% | $5,945-98.2% | $11,246-99.0% |