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 | $344,207 | $93,346+268.7% | $71,796+379.4% | $273,961+25.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.64% | 130.39%-120.8pp | 78.04%-68.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $16,031 | $2,733+486.5% | $1,924+733.0% | $4,869+229.3% |
| Participant deferral / active EE | $2,203 | $3,475-36.6% | $2,794-21.2% | $5,287-58.3% |
| Admin fee / account holder | $20 | $6,571-99.7% | $4,815-99.6% | $10,132-99.8% |