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 | $351,493 | $163,101+115.5% | $136,749+157.0% | $142,382+146.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.65% | 27.54%-11.9pp | 24.33%-8.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,133 | $4,117-72.5% | $3,400-66.7% | $4,299-73.7% |
| Participant deferral / active EE | $12,824 | $5,585+129.6% | $4,692+173.3% | $6,507+97.1% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |