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 | $340,629 | $110,261+208.9% | $95,745+255.8% | $139,434+144.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 43.00% | 27.11%+15.9pp | 28.35%+14.6pp | 372.94%-329.9pp |
| Employer contribution / active EE | $14,356 | $3,257+340.7% | $2,835+406.5% | $4,751+202.2% |
| Participant deferral / active EE | $10,921 | $4,676+133.6% | $4,245+157.3% | $6,710+62.7% |
| Admin fee / account holder | $277 | $6,613-95.8% | $5,678-95.1% | $11,403-97.6% |