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 | $511,474 | $210,648+142.8% | $177,989+187.4% | $145,922+250.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.13% | 385.86%-361.7pp | 294.48%-270.3pp | 561.29%-537.2pp |
| Employer contribution / active EE | $6,713 | $4,565+47.1% | $3,949+70.0% | $4,660+44.1% |
| Participant deferral / active EE | $16,816 | $6,958+141.7% | $6,276+167.9% | $6,688+151.5% |
| Admin fee / account holder | -$542 | $12,013-104.5% | $10,363-105.2% | $13,397-104.0% |