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 | $250,773 | $157,256+59.5% | $141,162+77.6% | $152,861+64.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.82% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $10,306 | $5,261+95.9% | $4,735+117.7% | $4,762+116.4% |
| Participant deferral / active EE | $16,555 | $7,109+132.9% | $6,709+146.8% | $5,850+183.0% |
| Admin fee / account holder | $19 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |