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 | $308,344 | $210,648+46.4% | $177,989+73.2% | $145,922+111.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.64% | 385.86%-369.2pp | 294.48%-277.8pp | 561.29%-544.6pp |
| Employer contribution / active EE | $6,469 | $4,565+41.7% | $3,949+63.8% | $4,660+38.8% |
| Participant deferral / active EE | $25,722 | $6,958+269.7% | $6,276+309.8% | $6,688+284.6% |
| Admin fee / account holder | $180 | $12,013-98.5% | $10,363-98.3% | $13,397-98.7% |