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 | $352,183 | $755,339-53.4% | $379,746-7.3% | $158,922+121.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 11.50% | 53.41%-41.9pp | 34.90%-23.4pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,008 | $4,685-57.1% | $3,540-43.3% | $4,761-57.8% |
| Participant deferral / active EE | $2,555 | $7,938-67.8% | $6,024-57.6% | $5,982-57.3% |
| Admin fee / account holder | $10 | $14,482-99.9% | $7,927-99.9% | $11,246-99.9% |