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 | $257,896 | $232,540+10.9% | $185,117+39.3% | $147,584+74.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.31% | 43.03%-25.7pp | 40.50%-23.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $19,203 | $5,195+269.6% | $4,182+359.2% | $4,876+293.8% |
| Participant deferral / active EE | $13,250 | $5,834+127.1% | $5,045+162.6% | $5,439+143.6% |
| Admin fee / account holder | $17 | $10,275-99.8% | $8,159-99.8% | $10,885-99.8% |