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 | $392,944 | $112,881+248.1% | $90,951+332.0% | $158,922+147.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.13% | 215.79%-207.7pp | 134.60%-126.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $5,370 | $2,893+85.6% | $2,122+153.1% | $4,761+12.8% |
| Participant deferral / active EE | $26,000 | $4,128+529.9% | $3,373+670.8% | $5,982+334.6% |
| Admin fee / account holder | $40 | $8,041-99.5% | $5,959-99.3% | $11,246-99.6% |