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 | $270,782 | $167,483+61.7% | $115,752+133.9% | $147,584+83.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 28.34% | 12.11%+16.2pp | 19.41%+8.9pp | 578.55%-550.2pp |
| Employer contribution / active EE | $9,516 | $4,960+91.8% | $3,492+172.5% | $4,876+95.1% |
| Participant deferral / active EE | $10,968 | $7,037+55.9% | $5,204+110.8% | $5,439+101.7% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,885-100.0% |