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 7-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 | $299,645 | $115,882+158.6% | $100,516+198.1% | $158,922+88.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.19% | 34.79%-18.6pp | 30.89%-14.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,771 | $4,103-56.8% | $3,418-48.2% | $4,761-62.8% |
| Participant deferral / active EE | $12,500 | $6,674+87.3% | $6,270+99.4% | $5,982+109.0% |
| Admin fee / account holder | $15 | $10,995-99.9% | $8,081-99.8% | $11,246-99.9% |