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 | $384,165 | $114,381+235.9% | $107,525+257.3% | $142,382+169.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 28.68% | 242.71%-214.0pp | 181.32%-152.6pp | 217.08%-188.4pp |
| Employer contribution / active EE | $16,667 | $4,015+315.1% | $3,754+344.0% | $4,299+287.7% |
| Participant deferral / active EE | $8,017 | $5,564+44.1% | $5,116+56.7% | $6,507+23.2% |
| Admin fee / account holder | $35 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |